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.
Click now and get connected to your trusted advisor
8000 Avalon Blvd Suite 100
Alpharetta, GA 30009
3651 Mars Hill Road Suite 600B
Watkinsville, GA 30677
For our high net worth clients with investments of over 5 Million, we are able to provide exclusive expertise in a variety of complex issues and strategies.
In the market for a new yacht? Maybe even a new home? We've got you covered.
Our white glove service aims to provide our clients with everything they need all in one place.
And that's only to name a few!
Contact us for more information. We are always available to meet the needs of our clients.
*This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. For information about specific insurance needs or situations, contact your insurance agent. This article is intended to assist in educating you about insurance generally and not to provide personal service. They may not take into account your personal characteristics such as budget, assets, risk tolerance, family situation or activities which may affect the type of insurance that would be right for you. In addition, state insurance laws and insurance underwriting rules may affect available coverage and its costs. Guarantees are based on the claims paying ability of the issuing company. If you need more information or would like personal advice you should consult an insurance professional. You may also visit your state’s insurance department for more information.