Mayer

Private Wealth Management

Driving your finances forward through personal and custom advice to help you cross the finish line of financial freedom.

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Experience
30+ Years of combined
Advisor experience
Attention
Small independent
firm
Strategy
individual wealth growth technology

MAYER Road Map

Step 1: Informal meeting to get to know you

The first step is getting to know you. We go over your needs and wants, as well as any future plans short or long term. Let us know how can we help! It’s also a good opportunity to ask questions about us and what we do.

Step 3: Presentation, Implementation, Onboarding

After plugging in the data, we review our plan of action to best serve your needs. From there, we’ll get your feedback, make any changes, and discuss how we can implement your plan.

Step 2: Data Collection
& Goal Development

This next step is where we get down to the nitty gritty. We collect all the data on your assets and liabilities and utilize this opportunity to set goals. Tell us what you would like to achieve and when.

Step 4: Technology & Statement Tutorial

This is the “we’re almost there” phase. Once we have you in the system, we show you step by step how to access your account. We also go over how to read your statements, and answer any other questions or concerns you may have.

Now let's get started on your journey!

MAYER Road Map

Step 1: Informal meeting to get to know you

The first step is getting to know you. We go over your needs and wants, as well as any future plans short or long term. Let us know how can we help! It’s also a good opportunity to ask questions about us and what we do.

Step 2: Data Collection & Goal Development

This next step is where we get down to the nitty gritty. We collect all the data on your assets and liabilities and utilize this opportunity to set goals. Tell us what you would like to achieve and when.

Step 4: Technology & Statement Tutorial

This is the “we’re almost there” phase. Once we have you in the system, we show you step by step how to access your account. We also go over how to read your statements, and answer any other questions or concerns you may have.

Now let's get started on your journey!

Step 3: Presentation, Implementation, Onboarding

After plugging in the data, we review our plan of action to best serve your needs. From there, we’ll get your feedback, make any changes, and discuss how we can implement your plan.

You are now part of the family & we listen

Goal Oriented

Your goals are our top priority. We want to help you generate the best return while staying diversified and within your personal risk profile.

Frequent Reviews

Online or in person, we will go over your achievements, your progress toward your goals, strategies for your taxes, and keep you informed about the economy and markets.

Constant Communication

We will be checking in with new ideas to keep your portfolio moving forward and are always available to answer your questions.

More About Mayer

Make the most of your money!

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Contact Information

Alpharetta Office:

8000 Avalon Blvd Suite 100
Alpharetta, GA 30009

Main Number: (678) 566-0635
Office Number: (678) 566-4001

Athens Office:

3651 Mars Hill Road Suite 600B
Watkinsville, GA 30677

Office Number: (678) 661-4541
General Inquiries:
tiffany.keefe@mayerpwm.com

Private Client Services

For our high net worth clients with investments of over 5 Million, we are able to provide exclusive expertise in a variety of complex issues and strategies.

In the market for a new yacht? Maybe even a new home? We've got you covered.

Our white glove service aims to provide our clients with everything they need all in one place.

No task is too big. When life throws you curve balls... we offer potential solutions.

  • Investment banking - for buying or selling a small to medium size business
  • High-end property insurance for that new luxury home
  • Speciality lending for high dollar items like planes, boats, RVs, and fine art
  • Complex tax services in regards to Estates and Trusts

And that's only to name a few!

How do I learn more?

Contact us for more information. We are always available to meet the needs of our clients.

*This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. For information about specific insurance needs or situations, contact your insurance agent. This article is intended to assist in educating you about insurance generally and not to provide personal service. They may not take into account your personal characteristics such as budget, assets, risk tolerance, family situation or activities which may affect the type of insurance that would be right for you. In addition, state insurance laws and insurance underwriting rules may affect available coverage and its costs. Guarantees are based on the claims paying ability of the issuing company. If you need more information or would like personal advice you should consult an insurance professional. You may also visit your state’s insurance department for more information.