Sarah Mercurio counsels high-net-worth families, business owners, corporate executives, foundations, and endowments on the full spectrum of strategic wealth planning to help optimize their financial blueprints. Her suite of professional advisory services includes estate and wealth transfer, risk planning, financial planning, philanthropic endeavors, credit needs, income tax considerations, and an appropriate investment delivery. Additionally, she coordinates with both internal and external resources to provide the most comprehensive and holistic solutions. Sarah began her tenure at William Blair in 2001 and has worked with the firm’s most prominent high-net-worth families. Previously, she worked as an associate director in the pooled investments group at Brinson Partners, now UBS Asset Management. Her financial services career began at Brown Brothers Harriman and Company in Boston in their management training program, working with institutional clients and international financial markets.
In 2019 and 2020, the Cultra Wealth Management Group was named a Top 50 Private Wealth Advisory Team by Barron's.1
Sarah received her BA in Political Science and Spanish from the University of Connecticut. She has been a CERTIFIED FINANCIAL PLANNER™ since 2003 and is a member of the Financial Planning Association and the Chicago Estate Planning Council. She lives in Chicago with her husband, Michael and two sons.
Professional Recognition and Awards
- Working Mother Top Wealth Advisor Moms List 2020 and 2021 2
- Forbes America’s Top Women Wealth Advisors 2021 3
1 The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases
2 SHOOK Research considered wealth advisors who are mothers with at least one child living at home and under the age of 18. Ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
3 The rankings were based on data provided by more than 10,500 top-performing advisors from across the country, evaluating assets under management, client service and retention, and revenues generated for the firms.
Independent and employee-owned
Companies Under Coverage
As of September 30, 2021
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.