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Please use this form to securely share your documents with Mercurio Wealth Advisors. All uploads are transferred over an encrypted connection and stored on secure servers.

We recommend uploading standard document or image formats (PDF, Word, Excel, JPG, PNG, etc.) or compressed ZIP archives.

For clarity, please name each file like:
<lastName>, <firstName> – <descriptionOfFile>
(e.g., Johnson, Greg – 2024 Tax Returns.pdf).

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Accepted file types: jpg, jpeg, png, pdf, doc, docx, ppt, pptx, xls, xlsx, csv, zip, tif, heic, Max. file size: 25 MB, Max. files: 15.

PDF, Word, Excel, images, text, ZIP. Up to ~512MB total.

Use clear filenames like "LastName, FirstName – Description"
(e.g., "Johnson, Greg – 2024 Tax Returns.pdf").