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.
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Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
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The importance of life insurance, how it works, and how much coverage you need.
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