Mayer Private Wealth Management is a boutique financial advisory firm based in Alpharetta, Georgia, offering over 30 years of combined experience in personalized wealth management. Their core services encompass investing, retirement planning, college savings, estate planning, and life insurance, all tailored to individual client needs. The firm employs a structured four-step “Mayer Road Map” process: initiating with an informal meeting to understand client goals, followed by data collection and goal development, then presenting and implementing a customized plan, and concluding with technology onboarding to ensure clients can effectively manage and monitor their financial strategies. Emphasizing strong client relationships, Mayer Private Wealth Management positions itself as a trusted partner dedicated to guiding clients toward financial freedom through consistent communication and personalized advice.