Mercer Advisors - Naples Available

Mercer Advisors structures its Naples wealth management practice around an upfront diagnostic process that sets measurable benchmarks before any assets are managed. Operating from Corsea Del Fontana Way in North Naples, the firm begins client engagements with an evaluation of balance sheets, corporate compensation packages, and tax liabilities. Rather than delivering boilerplate market projections, advisors Tom LaMacchio, Nadia Keric, and Keith Huber evaluate whether long-term capital goals match real-world cash flow requirements, legal constraints, and current tax statutes. Fee schedules are established openly at the outset, detailing advisory percentages and administrative structures so clients understand the exact financial implications of their advisory relationship.

The core of the Naples office operates on a family office model that integrates investment management directly with in-house estate planning and dedicated tax preparation led by Tax Manager Gerard P. Levesque. For business owners and corporate executives, advisory teams regularly assess the feasibility of qualified retirement plans, executive deferred compensation, and succession timelines. When evaluating complex scenarios—such as sudden liquidity events, multi-state tax liabilities, or restructuring legacy trusts—the team identifies structural tax vulnerabilities and legal roadblocks before drafting recommendations. Portfolios are constructed through a centralized investment committee rather than individual advisor discretion, ensuring institutional risk modeling and fee transparency govern every asset allocation.

Execution distinguishes the firm’s advisory workflow from static financial plans. Instead of handing clients a dense binder of unexecuted action items, the Naples team implements estate adjustments, tax filings, and insurance reviews internally. Milestone check-ins track project progress against established tax deadlines and market rebalancing triggers. When estate structures require updates due to statutory shifts or family changes, wealth advisors coordinate directly with client legal counsel or in-house specialists, maintaining accountability through each transfer and filing stage.

Prospective clients can arrange initial diagnostic discussions by appointment through the North Naples office, either virtually or in person. Preparation for the preliminary discovery session requires gathering recent personal and corporate tax returns, investment statements, and current estate planning instruments so the advisory team can review verifiable financial data. Following this intake, Mercer Advisors typically takes two to three weeks to stress-test the balance sheet, model tax saving opportunities, and present a written roadmap before executing any advisory agreements.