Mayer

Private Wealth Management

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

Get Started
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!

Click now and get connected to your trusted advisor

Get Started

Your message has been submitted.
We will get back to you within 24-48 hours.
Oops! Something went wrong.

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