Broker Check

New York Office

641 Lexington Av, 15th Floor

New York, NY 10022


Atlanta Office

12600 Deerfield Pkwy, Suite 100

Alpharetta, GA 30005


Investments Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust

Mayer Private Wealth Management is a privately owned firm that helps individuals, families, and small business pursue their most important financial goals.  Through comprehensive and innovative financial planning we address each clients most important goals and concerns. Planning in such a manner gives each client an in-depth understanding of their current financial standing along with confidence about where they are going financially in the future.  

Mayer Private Wealth helps provide clarity, control, and confidence for our clients.  We identify the necessary steps required to pursue their most important life goals, while addressing their biggest fears and risks.  Through this financial planning, along with proper investment management we seek to put clients in control of their money rather than their money controlling them.  This pro-active strategy can be hugely empowering, and we encourage everybody to plan in such a fashion.  

      Our boutique firm is an independent financial planning and wealth management practice.  We combine personal, individual attention with the resources of the largest independent broker/dealer in the country LPL Financial*  We provide no proprietary products and offer truly unbiased advice.  Our success is achieved through our clients success.  

Securities offered through LPL Financial Member FINRA/SIPC.  Investment advice offered through MPWM Advisory Solutions LLC, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: Connecticut, Distrcit of Columbia, Florida, Georgia, Maryland, New Jersey, New York, North Carolina, Pennsylvania, Vermont, Virginia. 

* As reported in Financial Planning magazine 1996, based on total revenues.

Helpful Content

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Options When Your CD Matures

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.


What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

View all articles arrow

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

View all calculators arrow

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

View all presentations arrow

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Rightsizing for Retirement

What does your home really cost?

The Fed and How It Got That Way

A quick history of the Federal Reserve and overview of what it does.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

View all videos arrow