Our Elite Wealth Planning process begins with learning all about you. We approach each new engagement with a consultative process. We know that money means different things to different people, so we want to make sure we really understand our clients. We ask questions about their values, goals, relationships, assets, advisors, process and outside interests.
Lifelong relationships that encourage open and honest communication are the cornerstone of a successful client experience.
Exit Strategies of the Rich and Famous
The Long Run: Women and Retirement
Whether they are dreams, obstacles, or just a need to see fresh ideas, what needs addressing that you're no longer willing to ignore?
Let's have a conversation about these most important issues that face your family, business, and legacy.
We take seriously the trust you place in our expertise, discretion, and character. Your best interests will be our only consideration. We look forward to serving you.
We offer our clients and their friends a complimentary Discovery Meeting. During this initial 90-minute meeting at our offices (or via video conferencing if you prefer), the PrimeauMayer Financial team will review your current investment plan, determine any gaps and opportunities, and assess your long-term financial goals and objectives. If we determine together that we should continue developing a plan, we'll begin building a course of action for you.
In these challenging financial times, our value promise is to help you make a significant impact on your financial success despite future market volatility. S.O.S. Description
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.