Client Center

Welcome to the client center for Mercurio Wealth Advisors. Here you’ll find exclusive resources and tools for
our valued clients.

Client Events

We like to stay in touch with our clients. Here you’ll find a list of our upcoming client events! We’ll update this page with specific dates once they’re confirmed.

  • Shred Day | April, 2020 (Specific Date TBD)
  • Pie Give-a-Way | November 2020
  • Churchill Downs Client Event | November 2020
  • Annual Jingle & Mingle Client Open House | December 3rd, 2020

Important Client Links

We offer a variety of services and products, which can be a lot to remember. Here are a few documents to help remind you of how we can help. Click the links below to learn more!

  • Client Charter
  • Who We Are
  • Retirement 360 – Planning Checklist
  • 5 Steps to Financial Sustainability
  • MWA Monthly Expense Worksheet
  • What Can I Store With MWA?
  • MWA Privacy Policy
  • When scrolling through this website, you may encounter hyperlinks to third-party information. This information is provided for informational and/or educational purposes only and not intended to take the place of any law, rule, or regulation, which may be contrary. Although we believe this information to be reliable, we in no way endorse or assure the accuracy and completeness of the information contained within the hyperlink.