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.

Driving your finances forward through personal and custom advice to help you cross the finish line of financial freedom.
Get StartedThe 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.
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.
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.
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!
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.
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.
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!
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.
Your goals are our top priority. We want to help you generate the best return while staying diversified and within your personal risk profile.
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.
We will be checking in with new ideas to keep your portfolio moving forward and are always available to answer your questions.
8000 Avalon Blvd Suite 100
Alpharetta, GA 30009
3651 Mars Hill Road Suite 600B
Watkinsville, GA 30677