Mark Primeau is a principal of PrimeauMayer Financial, a financial advisory firm that provides wealth management solutions to successful business owners and executives. Mark Primeau and Tim Mayer are the founders and principals of PrimeauMayer Financial with over 45 years combined experience in retirement planning, investment management, tax mitigation, asset protection, and business succession planning.
The PrimeauMayer team helps affluent clients make informed decisions to solve their most pressing financial challenges. PrimeauMayer works closely with our clients to address their key financial concerns: Wealth preservation, tax mitigation, effective wealth transfer to take care of heirs, asset protection, and magnification of charitable gifts.
PrimeauMayer Financial Elite Wealth Management
Wealth Management = Investment Consulting + Advanced Planning + Relationship Management
Investment Consulting:
Asset allocation, Portfolio management, Manager due-diligence, Risk Evaluation, and Performance Analysis
Advanced Planning:
Wealth enhancement (cash flow management and tax mitigation), Wealth transfer, Wealth Protection, and Charitable giving.
Relationship Management:
Regularly scheduled calls, reviews, and in-person meetings. Clients have access to PrimeauMayer’s aligned network of professionals, including legal, tax, insurance and investment advisors.
PrimeauMayer Financial follows a consultative approach that leads our clients through a discovery process to get very clear on where they are now, where they want to go and what the gaps are. This allows us to have an open dialogue in which we learn about every client’s values and goals while working with them to tailor a plan to help achieve them. We limit our practice to people for whom we believe our comprehensive wealth management process could make a major impact.
When not working with his clients and partners, Mark and his wife enjoy life on their horse farm, volunteer at their church, and enjoy beautiful Orange County, Virginia. Mark loves woodworking, family vacations at the beach, and playing golf, especially with his clients.
