Mercer Partners Wealth Management

08/28/2026

Some seasons invite us to slow down and soak it all in. 💙

The Faul family’s recent trip back to San Diego brought beach days 🏖️, a visit to the San Diego Zoo 🦁, and meaningful time together as a family of four. They also celebrated Collins turning two months old. 🍼

One especially meaningful, full-circle moment: the beach where Cooper played is the same beach where Chad asked Hannah to be his girlfriend 15 years ago. 💫

08/26/2026

🐶 Happy National Dog Day!

There's something about a wagging tail at the door, or a walk that turns into the best part of your afternoon, that puts everything else in perspective.

Today we're celebrating the four-legged members of our office and client families alike.

📸 Share a photo of your pup in the comments, we'd love to see them!

08/24/2026

📈 Headlines change. A sound investment philosophy shouldn’t.

🎯 In his latest article, Nick Enzweiler, CFP®, reflects on the first half of 2026 and the principles that continue to guide our approach: faith, patience, and discipline.

💡 When uncertainty is high, staying focused on your goals, your plan, and the things you can control can make all the difference.

📖 Read “The Value of Discipline” to learn more about why we believe long-term investing is less about predicting what comes next and more about staying committed to a thoughtful plan.

🔗 https://loom.ly/0Eih6_E

Dear Clients & Friends, As we reach the halfway point of the year, I wanted to take a moment to reflect on the first six months of 2026 and, more importantly, revisit the principles that continue to guide every investment decision we make together. There has certainly been no shortage of headlines t...

08/21/2026

📊 Where do you stand compared to the averages, ahead, behind, or right in the middle?

It's one of the most common questions we field: "Am I saving enough for retirement?" Median retirement savings by age is one lens for answering that, though certainly not the only one.

Treat the numbers as a snapshot, not a scorecard. Progress matters more than matching a benchmark exactly, whether you're early in your career or a few years from retiring.

💬 Which piece of retirement advice do you wish you'd learned sooner?

08/19/2026

✈️ Traveling should be about making memories, not worrying about the security of your personal information.

🔐 In his latest article, Chad Faul, WMCP®, shares practical ways to help protect yourself while traveling, from avoiding unsecured public Wi-Fi and public USB charging stations to protecting your accounts and devices.

🌎 Whether you’re heading out for a weekend getaway or traveling internationally, a few simple precautions can help keep your personal information more secure while you’re away.

📖 Read “Traveling Safe” for tips to consider before your next trip.

🔗 https://loom.ly/xVLpfV4

Summer is one of my favorite times of year to travel, get out of the normal routine, and enjoy seeing new places. Whether it is a family vacation, a weekend getaway, or simply exploring somewhere new, travel gives us a chance to create memories and experience life outside of the day-to-day. With tha...

08/17/2026

🤝 This National Nonprofit Day, we’re proud to recognize an organization right in our backyard: Boys & Girls Clubs of Contra Costa.

For over 60 years, their Clubhouses have helped young people reach their full potential as productive, caring, responsible citizens. Through welcoming spaces, enriching programs, and the support of dedicated staff and volunteers, they help local kids build confidence and prepare for bright futures.

At Mercer Partners Wealth Management, we’re proud to support their mission and the meaningful work they do throughout Contra Costa County.

If you’re looking for a way to give back locally, consider volunteering, donating, or simply helping spread the word.

Learn more at bgccontracosta.org.

💬 Is there a nonprofit close to your heart? Tell us about it in the comments. We’d love to help spread the word.

08/15/2026

😌 National Relaxation Day, because a getaway is maintenance, not a luxury.

Between managing a household, staying on top of appointments, and everything else on the list, it's easy to let "someday I'll get away" slide indefinitely. Today's a good nudge not to.

If you're within driving distance of the Bay Area and looking for an actual reason to leave town this month, here are four real options worth the tank of gas:

🌲 1. Carneros Resort and Spa, Napa, CA (1 hour from Walnut Creek)
Set on 28 acres of farmland at the southern gateway to wine country, with a guest-exclusive spa and individual cottage-style accommodations. Good for a couple who wants privacy without total isolation.

🍇 2. Meadowood Napa Valley, St. Helena, CA (1 hour from Walnut Creek)
A quiet, understated luxury resort tucked into the hills above the valley floor, with a full-service spa built around treatments that draw on the surrounding vineyards and forest. Close enough for a spontaneous overnight, calm enough that it doesn't feel like it.

🛁 3. Indian Springs Calistoga, Calistoga, CA (1 hour 15 minutes from Walnut Creek)
Home to Calistoga's original geothermal mineral pool and mud-bath tradition, dating back to the 1860s. Simple, low-key, and centered entirely around actually slowing down rather than a resort full of activities.

🌊 4. Hyatt Carmel Highlands, Carmel Highlands, CA (2.5 hours from the East Bay)
Perched on the bluffs above Big Sur with ocean views from nearly every room and an on-site spa with couples' treatment rooms. The furthest of the four, and worth the extra drive time for the coastline alone.

💬 Have you been to any of these? Tell us in the comments, we're always collecting recommendations for the next long weekend.

08/13/2026

Grateful for a day well spent with the people who make our work so meaningful. 💙

Thank you to everyone who joined us for our 2nd Annual Client Appreciation Picnic! From great food 🍔 and friendly games 🎯 to plenty of laughter, it was a joy to connect outside the office and make new memories together.

We are already looking forward to next year! 🎉

08/11/2026

💰 How much would it take to hit your 2026 contribution goals?

Retirement savings can feel overwhelming when you're staring at annual limits. Breaking those numbers down into monthly or per-paycheck amounts often makes them feel a lot more manageable.

Whether your goal is contributing more to your IRA, your 401(k), or an HSA, consistency is usually what matters most.

You don't have to hit the limit overnight. Every contribution moves you closer to your long-term goals, and if your employer offers a matching contribution, it may be worth contributing enough to receive the full match if that's appropriate for your situation.

08/09/2026

📚 Happy National Book Lovers Day!

Here are a couple of Chad’s picks and what makes each one worth a read:

🌱 *Simple Wealth, Inevitable Wealth* explores how patience, discipline, and a long-term perspective can support lasting financial confidence.

📈 *Stocks for the Long Run* highlights the value of staying focused on the bigger picture through changing markets.

What book has helped you think differently about money or life? 👇