WEALTH MANAGEMENT

Home » Services » Advisory » Wealth Management

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.

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.

Services include:

Comprehensive Tax Planning & Strategies

With so many tax rules and regulations being introduced, it can be overwhelming to keep up to date. However, failure to keep up may prevent you from obtaining significant income. It is therefore critical to stay on top of your taxes if you wish to reach your financial goals.

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

Estate planning is the act of determining a plan for your possessions when you are no longer here. While many people understandably overlook having a plan in place, it is vital that your loved ones are informed when the time comes.

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

Insurance protects you from the unpredictable catastrophes that may occur at some point in your life. As the saying goes, “better safe than sorry;” it is best to be prepared early on. There are a number of providers and solutions available, but we understand that not all are created equal.

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

Decisions you make today affect your tomorrow. Everyone knows that, and here at SD Mayer, we’re here to advise you along the way. In order to lead the life you desire upon retirement, it is important that you begin to lay out your financial path today. Your current situation, your desired retirement age, and the lifestyle you would like going forward, will all affect this path.

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.

Ask About Our Financial Planning Book—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.

CASE STUDY

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.

Why SD Mayer

With a focus on applying technology and a fresh way of thinking to each client engagement, SD Mayer is transforming the nature of client service in the accounting industry. For our business clients, we are your trusted advisor, providing actionable insights to solve today’s business issues and strategize for future growth. For our individual clients, we focus on helping you achieve financial security through estate planning, investment guidance, insurance and tax planning, and retirement planning. Whatever life stage you or your business are in, SD Mayer will have your back as your trusted advisor.

The Team

Rick Hillsbery, CPA/PFS, CFP®, CKA®
Partner, Wealth Management
Adam Herrera
Advisory Solutions Coordinator

Insights

Contact | Advisory Team
close slider

GET IN TOUCH

Would you like to contact us? Just submit your details and we’ll be in touch shortly.