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Metro Atlanta office: 678-566-0635
8000 Avalon Boulevard, Ste. 100, Alpharetta, GA 30009

Team

Mayer Private Wealth Management is a family owned boutique wealth management firm providing sophisticated and personalized financial management to individuals, families, and businesses. We offer custom financial planning and investment strategies tailored to our client’s unique needs so that we may help them pursue their most important financial goals. Combined we have over 50 years experience to help our clients seek to achieve their goals.

 

Steven Mayer become a Registered securities rep in 2000. He currently holds the Charted Retirement Planning Counselor designation with the College for Financial Planning. He takes pride in his ability to truly listen to his clients...

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Steven Comes to Mayer Private Wealth Management with an extensive background in defined benefit pensions and municipal benefits. Steven works with a select number of clients to help them achieve financial independence. He currently...

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Jay has been helping clients achieve their financial goals for 32 years. He has become proficient in both fundamental and technical analysis. He helps clients customize their investments to his clients unique needs, goals, and concerns...

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Mathew Goldberg

Wealth Manager

Mathew worked at a few big Wall Street firms prior to Mayer Private Wealth Management. He believes his prior experience through the rollercoaster of market cycles are an ideal foundation for understanding the relationship between...

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Ginette Mayer

Operations Manager

Ginette Mayer brings to MPWM a vast amount of experience in business and marketing. With a degree in Business, she pursued a career in B2B sales and sales management in the Technology market for over 30 years. She opened her own...

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As a Client Services Associate, Robin is an integral part ensuring clients experiences are to the highest standard. Robin has many years of experience in customer relations from her previous experience at a Fortune 500 company. Her...

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