Wealth Management

Wealth Management Solutions

At SD Mayer, we are financial advisors located in the San Francisco Bay Area and Seattle you can rely on for effective, strategic, private wealth management. Our specialized team is dedicated to extinguishing all concerns you and your family may have about your financial security. Our firm was founded on the idea that we didn’t want to just be accountants, but to be trusted financial advisors who could focus on wealth planning and investment strategy that could help you and your family now and into the future.

Financial Security for Life

Our founder and managing partner, Steve Mayer, has spent the last 40 years watching his clients grow older and become more and more concerned with their own financial security—often wondering if they had enough money to retire and enjoy the rest of their lives. They were often confused about where to start, how to invest their money wisely, how to create the proper estate plan and whether they needed life insurance. Through this, Steve created a suite of services covering what he termed, financial security. He understood that accounting firms usually focused solely on tax returns and year-end planning, while estate attorneys focused only on the estate plan.  Insurance agents only cared about selling an insurance policy and investment advisors focused on asset allocation. The problem—no one was focused on the entire picture and hiring five or six advisors could be costly.

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Partner With a Wealth Management Consultant Who Sees the Big Picture

Our Bay Area company offers services based on the crucial guiding theme that Steve identified. To look out for our clients’ interests, we need to see the full picture. A financial plan should take a holistic approach. No single part of your financial life occurs in a vacuum. Each piece can impact the others, and you need an advisor who recognizes this fact and can protect your interests.

Our strategy sets us apart from other wealth management firms in the San Francisco Bay Area. As your trusted advisor, we look at your financial situation from many angles. We recommend actions that can assist you in the long term as well as the short term, and we help you weigh each decision about your future with your overall financial well-being in mind.


Family Seeks Wealth Management Assistance from SD Mayer During Unexpected Illness

When the husband and financial planner of a family suddenly fell ill, SD Mayer provided the financial management necessary until he could recover.

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Get Started With SDM Advisors

SDM Advisors, SD Mayer’s wealth management and retirement plan group, has a team of licensed professionals that can start with tax planning and strategies, work you through an estate plan, create a diversified investment strategy, make sure you have the right insurance to protect your kids and family financially and then focus on building your wealth for future generations.  All of this comes with regular updates and reporting so that you always know where you stand financially.  Using our state-of-the-art, cloud-based financial planning software, we can run scenarios like planning for your kids college expenses, buying a new car or home, taking vacations or saving for retirement.


5 Buckets, 4 Shovels, a Beach and a Map

Written by Steve Mayer, “5 Buckets, 4 Shovels, a Beach and a Map” takes the complex subject of financial planning and simplifies it through storytelling, illustrations, charts and graphs.

Steve explains the concepts he’s developed over his 40-year career, tells the real-life story of his own family and their financial plan, and provides a framework for creating your own plan.

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Services Offered

You can benefit from a range of services at SD Mayer, all based on your individual needs. We handle complex financial issues based on the expertise and knowledge we have gained from advising clients for many years. You can take advantage of unique insights as a result of our comprehensive planning and focus on the big picture.

Comprehensive Tax Planning & Strategies

As one of the top-rated CPA firms in the Bay Area, understanding the evolving tax environment is one of our core strengths. Our financial advisors will navigate through your taxes and those of your family to reduce your liability and maximize your income, regardless of your financial situation. We will guide you through the complex tax landscape by aiming to avoid obstacles that may end up costing you in the future.

Estate Planning

Our personalized approach to estate planning ensures all of your preparations are handled safely and confidentially. As your trusted financial advisors, our focus is on empowering you to provide for your loved ones in a tax-efficient manner while protecting your assets, reducing risk, and complying with federal and state rules and regulations. We hope you will have peace of mind knowing that your wishes and your family are cared for.

Insurance Strategies

Our employees have personal experience making these insurance decisions, and are therefore well informed and equipped to advise you on the importance of being insured across the board. Let the financial advisors at SD Mayer help you choose the best insurance products and strategies for you and your family, so you are protected at all times.

Diversified Investments

In the current turbulent economic times, it is critical that your investments are diversified over a number of different instruments in order to minimize risk and maximize returns. Our financial advisors at SD Mayer have experience in the market and understand which investment vehicles are best positioned to take advantage of the current market conditions. With practice in everything from stocks to bonds to annuities, we can help you take charge of your portfolio.

Focus on Building Wealth

The key to building wealth is not just to make more money; wealth is your net assets. In order to sustain the money you make today, you must create a pattern of saving, minimizing risk, and selecting the correct investments. With over thirty years of business experience, our private wealth management professionals at SD Mayer will work hard to help you reach your desired level of wealth. Together, we can uncover your path to a profitable future.

Overall Financial Planning and Cash Flow Analysis

The financial advisors at SD Mayer work with clients to develop their individualized paths to retirement. Our personalized approach to client service combined with our knowledge in the field is the key to our financial planning and cash flow analysis practice. As a trusted Bay Area financial advisor, we will be with you every step of the way to help realize and turn your retirement goals into actions.

Risk Assessment

Risk assessment determines the possible risks of your current financial situation and creates strategies aimed to minimize those risks. The Bay Area can have peace of mind knowing that we are thoroughly versed in various forms of risk and understand how to best manage it. We will help you prepare for the future by analyzing the present.

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Industries Served

Your niche industry and personalized needs don’t deserve a universal, textbook line of service. With expertise in a wide range of fields, we can devise a custom solution just for you. We offer services and consulting geared towards your organization’s financial development and success. Our passion guides us from the first consultation through solution implementation and follow-up meetings to ensure you receive top-quality advice and service throughout the process.

Based on your business goals, we create a custom plan that taps the powerful resources at SD Mayer to address every one of your concerns. After thorough consultation with your team, we devise a specialized solution that could blend a number of services from our different practice groups.

Construction & Real Estate
Consumer & Retail
Energy & Natural Resources
Entertainment & Media
Financial Services
Government & Public Sector
Healthcare & Life Sciences
Manufacturing & Distribution
Professional Services
Technology & Telecom

Why Choose SD Mayer as Your Financial Advisor?

What do you want from your wealth management firm? Looking out for your financial future isn’t enough. You need a firm that cares about you and your family, one that will offer the personalized attention you deserve. Your advisor’s suggestions should be based on your conversations and input. The best wealth management consultants recognize that one size does not fit all, and they will work tirelessly to find the right path for you.

The advantages of working with SD Mayer include:

  • One-on-one attention: Our firm is small, which allows us to maintain personal connections with our clients and make recommendations based on discussions and interactions rather than only consulting data and numbers.
  • Preparation for the future: You can diversify your assets and plan to help you weather any financial storms that may arise.
  • Unparalleled expertise: Our knowledge comes from working in the field for years and using what we have learned to assist our clients.

We dedicate a great deal of time and effort into continuously learning and getting better for our clients. Our considered approach to every decision reflects the great care we take with each interaction. Let us help improve your future, starting today.

Learn More About Our Personal Wealth Management Services

If you are searching for a financial advisor in Silicon Valley or the San Francisco Bay Area, get in touch with SD Mayer. We can help you navigate the often complex task of wealth management with expert advice you can trust. We care about helping our clients, and we want to look out for you too. Contact us today to discuss your needs.

Thought Leadership

Our Wealth Management Team

M. Thérèse Hjelm
Director, Wealth Management
Cody Martin
Advisor, Wealth Management
Stephen D. Mayer, CPA
Managing Partner & Founder
Daniel P. Rush
Vice President, Wealth Management
SD Mayer