@MayerPWM Profile picture

Mayer Private Wealth

@MayerPWM

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA (https://t.co/27rHhvQgva) / SIPC (https://t.co/Gkv1UEpB8k)

Joined October 2012
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We work with families to attain the retirement of their dreams. Utilizing decades of financial experience and advanced tools to keep clients on the right track. mayerprivatewealthmanagement.com/retirement

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When investing, it's crucial to consider tax implications! 📊💰 Capital Gains, Dividends, Tax-Advantaged Accounts and Losses can all effect your taxes.

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Curious about where the market is heading? 🧐 The latest stock market commentary breaks down trends, challenges, and opportunities. mayerprivatewealthmanagement.com/weeklymarketco…

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At Mayer Private Wealth, our seasoned and dedicated team of advisors offer a multitude of skillsets required to target the financial results you need. We will help you be prepared for any season life throws your way.

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A comprehensive long-term care plan would consider factors like care required, the projected length, cost-affordability, and the funding source.

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Have you checked out the latest stock market commentary? It’s packed with insights that can inform your investment decisions! mayerprivatewealthmanagement.com/weeklymarketco…

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Today we want to honor all the men and women who have served our country. Thank you for your service.

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Market fluctuations can present buying opportunities. Have questions on what exactly? Talk to us to find out more. mayerprivatewealthmanagement.com

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Stay ahead of the game by diving into the latest stock market commentary! Understanding market trends and expert analyses can give you a competitive edge. mayerprivatewealthmanagement.com/weeklymarketco…

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Most people budget in a way that is not sustainable. It is better to focus on tracking our expenses instead of trying to control an uncontrollable future. advisorstream.com/read/forbes/mo…

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At the end of the year, it is a good idea to reflect on your financial situation, review the last 12 months, and plan for the future. Meet with us today: mayerprivatewealthmanagement.com/about


Procrastinating on retirement savings can lead to a frightful future where you end up working into your golden years! Start contributing to retirement accounts like an IRA or 401(k) as early as possible.

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New week, new information! Check out our latest market commentary for expert insights on trends to look out for: mayerprivatewealthmanagement.com/weeklymarketco…

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As the end of the year approaches, it might be a good time to take stock of your finances. Whether you’re contributing to your 401 (k) or selling investments, what you do now could help you save money in the future advisorstream.com/read/5-smart-m…

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Do you need help tax planning? We have you covered! mayerprivatewealthmanagement.com

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Create your Estate Plan with us to ensure your legacy gets passed down to the next generation of your family. mayerprivatewealthmanagement.com

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Your weekly market update is here! Take a look at our latest commentary to stay ahead: mayerprivatewealthmanagement.com/weeklymarketco…

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Did you know that having a solid estate plan is essential for protecting your loved ones and ensuring your wishes are honored?

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The number of taxpayers hit with penalties for underpaying estimated taxes has increased. But retirees can use a traditional IRA to help avoid the penalties. advisorstream.com/read/forbes/mo…

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Dive into the latest market commentary for current updates and trends in the markets mayerprivatewealthmanagement.com/weeklymarketco…

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