| Name | Title | Contact Details |
|---|---|---|
Michael Guenzler |
Senior Vice President and Chief Information Security Officer | Profile |
Mission at Eqis is to reinvent the wealth management industry with one powerful, integrated, cloud based platform designed to maximize flexibility, choice and value to financial advisors and their clients. We seek to create an industry that works for everyone.
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Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care. Our mission is to help people lead fulfilling lives by providing objective, timely advice within the context of their unique dreams and desires.
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