Anthony Lugo
Mercer Advisors
Mill Valley,
California
About
Company name
Mercer Advisors
Business title
Wealth Advisor
Contact
How to contact
925 980 7456
Professional Profile
Call Me When
You are considering the sale or or purchase of a business and want the support of a family office to help with taxes, estate planning, retirement, and investments.
Professions
Wealth Manager
Functional Expertise
Cash management
Charitable giving
Compensation
Equity
Estate planning
Family business
Fiduciary
Financial Modelling
Investments
Private equity
Probate
Real estate
Retirement
Risk management
Tax
Trusts
Venture capital
Exit/Transition Planning
Business Focus
Family Office | Wealth Management for Business Owners and Founders
Professional Certification
CFP, CEPA
Client Industries
Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Education
Energy/Utilities
Financial Services
Government
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Non-profit
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Advisor Resource Relationships
EPI
Chapter information
Membership
Northern California Individual
Member since
Member for 7 months
Chapter Leadership Role
Launch Committee
Why I'm a Member of XPX
To further support business owners with a localized team and further educate folks on exit planning.
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