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Mercer Advisors - Rockwall Owner verified
2095 Summer Lee Drive Suite M200 Rockwall, TX, 75032Last time updated: 1/8/26, 2:27 AM
About
Mercer Advisors, formerly known as Lake Point Advisory Group, has served the local area since 2016. We're proud to help families in the Dallas Fort Worth area with their comprehensive wealth management needs.
Deep experience with: Deferred compensation plans, equity compensation plans, tax optimization, wealth transfer, divorce financial planning and complex financial planning.
Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.
Tax optimization planning: An integral part of our process, tax strategy is essential to protecting your lifestyle and legacy.
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Wealth Management Solutions by Mercer Advisors
Frequently Asked Questions
When was Mercer Advisors - Rockwall founded?
Mercer Advisors - Rockwall was founded in 1985.
Which days is Mercer Advisors - Rockwall open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What are Mercer Advisors - Rockwall specialties?
Retirement Planning, Living in Retirement, Relocating in Retirement, Divorcing or Divorced, Chronic Health Conditions, Dependents with Special Needs, Dual Career Families, Inherited Wealth, Business Owners, Corporate Executives, Physicians, Dentists, Federal Employees, Women - Primary Breadwinners, Women - Business Owners, Women - Widows, Selling Your Business, Switching Careers, IPOs & Recapitalization, Concentrated Stock, Family Businesses, Pro Athletes, Professional Investors, Generational Wealth Stewards.
What are Mercer Advisors - Rockwall main services?
Financial Planning, Tax Planning & Preparation, Investment Management, Estate Planning, Insurance Solutions, Trustee Services.
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