Transactions - JULY 13, 2017

Mercer Advisors acquires Wealth Design Services

by Released

Mercer Advisors has acquired Wealth Design Services.

WDS founder and president Steven Schwartz and his team will continue with the company and help expand Mercer’s footprint in New York state and the Northeast generally, building on the company’s existing presence in New York City.

This transaction increases Mercer’s assets under management to $10.6 billion, with 7,600 clients nationwide.

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