#USA #Bellevue #Winthrop Wealth #Pacific Northwest #Mercer Asset Management

Winthrop Wealth Expands Footprint in the Pacific Northwest

In an exciting development for the Pacific Northwest financial landscape, Winthrop Wealth, a prominent independent registered investment advisor (RIA), has announced its strategic collaboration with David Mercer, the founder of Mercer Asset Management. This partnership signals Winthrop Wealth’s commitment to enhancing its capabilities and resources for clients in the region.

David Mercer’s entry into Winthrop Wealth is more than just a personnel change; it represents an expansion of the firm's influence and resources across the Pacific Northwest. Having operated from Bellevue, WA, Mercer Asset Management has garnered a reputation for personalized financial planning and investment advisory services, particularly for high net worth individuals and families. The integration of Mercer's expertise and established client relationships into Winthrop Wealth’s framework is expected to strengthen the quality of service clients have come to expect over the years.

Mercer, who is excited about his transition, emphasizes the importance of client relationships above all else. He states, “For me, it’s first and foremost about the people. Everyone I’ve engaged with at Winthrop Wealth over the past several months has been insightful and proactive. Their ability to listen closely and recommend the best strategies aligns perfectly with how I’ve served my clients.” This sentiment reflects a commitment to continuity and care that Mercer assures will not only remain but also enhance due to the additional resources Winthrop Wealth provides.

Joining forces with Keel Financial Partners, a notable advisory team within Winthrop Wealth, will enable Mercer to leverage a wider set of capabilities while maintaining the trusted relationships he has built over the years. Keel Financial Partners has already earned a reputation as a reliable advisory service provider, focusing on delivering holistic financial planning and investment services to its clients across the country.

Max Winthrop, the CEO of Winthrop Wealth, is enthusiastic about the strategic fit. He describes Mercer’s practice as mirroring the firm's philosophy of being “all things to a select few.” By merging Mercer's extensive experience and relationships with Winthrop Wealth's robust infrastructure, they aim to offer heightened stability and capability to serve their clients more effectively.

Lucas Winthrop, COO, adds to this by highlighting a collaborative framework for transitioning clients. “Together with Dave, we've developed a transition plan that sustains the legacy of Mercer Asset Management. Clients will continue to enjoy the same level of personalized guidance, enhanced by a multi-generational, institutional-quality platform,” he explains. This approach underscores Winthrop Wealth’s client-first mentality, ensuring both personal touch and institutional backbone.

About Winthrop Wealth

Founded on the principle of empowering individuals and families, Winthrop Wealth aims to instill financial confidence in its clients. The firm utilizes a collaborative culture and comprehensive financial planning practices to provide clarity and structure, guiding clients toward achieving their financial goals. With its headquarters in Boston, MA, and additional offices located in Seattle, WA, Scottsdale, AZ, and Westport, CT, Winthrop Wealth has total assets under management amounting to $2.6 billion as of the end of 2024.

About David Mercer

Dave Mercer has dedicated decades to providing thoughtful financial solutions to his clientele. Operating from Bainbridge Island, WA, he will continue offering advisory services through the Winthrop Wealth platform, ensuring his commitment to client-centered care and service continuity evolves with additional resources and long-term security. His integration into Winthrop Wealth is set to enhance the already robust offerings available to clients, ensuring they receive the best service moving forward.

This partnership not only marks a significant milestone for Winthrop Wealth but also promises to advance the financial well-being of individuals and families in the region. As the landscape shifts and evolves, the union of expertise, resources, and client attention will undoubtedly create new opportunities for success.