We take an individualized approach to estate planning and other wealth management services that sets us apart from other businesses in the Bay Area. Our high level of expertise provides you with the best experience. We draw on our knowledge to address all your questions and come up with guidance that makes sense. You can trust us to give well-reasoned and supported answers.
Our clients benefit from our comprehensive services. We can assist you in many areas of wealth management, not just estate planning. As we help with other aspects of your financial picture, such as tax returns and year-end planning, we get a more complete view of your financial health. This well-rounded approach lets us offer advice and guidance tailored specifically to your situation and needs.
We want to help our clients get in better shape for the future by looking out for you in all your financial dealings. Often something that impacts your estate planning can impact you in other areas as well. We can alert you to changes that could affect you financially and find solutions you feel comfortable pursuing.
When you choose SD Mayer for your estate planning services, you enlist an experienced partner that understands estate concerns. We have helped clients with many estate-related issues, and we use that knowledge to assist you. Other advantages of working with us include:
- We see your whole financial picture, so we can guide you with a clear path in mind
- We can help you now and into the future, offering balanced advice you can rely on no matter where you are in life
- We have a small firm, which gives you more personal, one-on-one attention than at a larger firm
We value our clients and want to help them because we care. You can trust our guidance now and over the long term.