Sunstar Capital

Mercer Advisors is a comprehensive wealth management firm based in Albuquerque, NM, dedicated to simplifying the financial lives of families through a unified in-house team of planners, investors, accountants, and estate specialists. With nearly 40 years of experience, they provide tailored solutions, including financial planning, investment management, tax and estate planning, all while acting as a boutique fiduciary focused on the best interests of their clients. Managing over $77 billion in client assets, Mercer Advisors combines intimate service with sophisticated capabilities, supported by a team of 100 investment professionals. Ranked as the #1 Registered Investment Advisor firm in the nation by Barron's, they are committed to building deep and long-lasting relationships with their clients while offering personalized financial strategies tailored to unique needs. Generated from the website

John Moore & Associates is a financial planning company based in Albuquerque, NM, dedicated to helping clients grow their wealth while also investing in their personal values and character. With a focus on wealth transfer planning and charitable giving strategies, they aim to prepare future generations to manage assets wisely and make a positive impact on the world. Since 2012, John Moore & Associates has facilitated over $45 million in charitable donations from their clients to local and national non-profits, emphasizing the importance of financial freedom that benefits both individuals and the community. Their commitment to holistic wealth management goes beyond monetary gains, prioritizing values such as generosity, family, and personal fulfillment.Generated from the website

Cloak Advisors is a trusted insurance and Medicare advisory firm based in Albuquerque, NM, offering unparalleled guidance on health insurance, Medicare, and money management. With a deep understanding of the complex healthcare landscape, they assist businesses in designing competitive benefits packages that comply with regulations, while remaining affordable and beneficial to employees. Whether individuals are retiring and need assistance navigating Medicare and health insurance, small business owners seeking comprehensive coverage for themselves and their employees, or families considering life insurance as a wise investment, Cloak Advisors provides expert advice and personalized solutions to meet their unique needs.Generated from the website