Alan Thomson Email & Phone Number

I am grateful for a fulfilling 25-year journey across the wealth management industry with a wonderful group of clients ❤️, learning the entire way. Today, I'm proud to be part of Mercer Advisors, a firm committed to expanding the vision of what a client partnership can become.My tenure in this industry has crystallized a straightforward framework for delivering comprehensive wealth management engagements. With my team, we aim to help clients be:➡️Efficient with Income to optimize how income is invested and utilized. ➡️Strategic with their Balance Sheet to utilize leverage, concentration, and diversification appropriately throughout their financial lives. ➡️Purposeful with their Time to help avoid the most painful of regrets. And, ➡️Intentional in how they communicate their family Values to construct a scaffolding upon which the next generation can be proud to build.These pillars create the opportunity to build wealth AND legacies worth protecting and passing on, thus our focus on risk management and estate planning strategies. Beyond the joy of being a part of clients pursuit of Economic Freedom, a career highlight for me includes the development of a framework for investing, elucidated in a white paper titled Risk Attentive Investing. This paper (available on LinkedIn) delves into the intricate relationship between the economy and financial markets, underscoring the importance of paying attention to risk and the significance of various factors in full-cycle investing.On a personal note, life events have profoundly shaped my professional ethos. Experiencing personal loss has taught me the importance of decision making that is rooted in our core values. I've learned that happiness transcends the absence of loss or hardship. Happiness is more accurately characterized by how we relate to our yesterdays, todays and tomorrows.My journey continues and I could not be more excited for the road ahead. If this approach resonates with you, I invite you to message me to schedule an Introductory Call. Let's explore how we can align your financial strategy to create the best context for your family’s Economic Freedom.

Listed skills include Wealth Management, Life Planning, Charitable Giving Strategies, Portfolio Management, and 2 others.