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

Our 5 core services driving your financial confidence

At Mayer Private Wealth, our seasoned and dedicated team of advisors offer a multitude of skillsets required to target the financial results you need.

Investing

In today’s fast paced everchanging market, our goal is to build a portfolio specifically designed for you while keeping your investments well positioned.

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Retirement

We work with families to attain the retirement of their dreams. Utilizing decades of financial experience and advanced tools to keep clients on the right track.

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College Planning

We utilize many different products, planning tools, and when necessary other professionals, to help clients save money when sending their kids off to college.

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Estate Planning

We help families transition assets from one generation to the next as effectively and efficiently as possible, but also with their wishes and goals in mind.

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Life insurance

We evaluate if and how much life insurance is needed to make sure your loved ones are taken care of financially.

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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!

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MAYER Road Map

Step 1: Informal meeting to get to know you

Step 2: Data Collection & Goal Development

Get Started

Step 4: Technology & Statement Tutorial

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

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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.
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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.