High Net Worth

Private Wealth Management For High Net Worth Individuals

Wealth management is a crucial concern for high net worth individuals and families. You may be considering how to grow your investments, save for a comfortable retirement or protect and provide for your family long term.

SD Mayer & Associates is a full-service accounting and advisory firm dedicated to helping you reach your personal wealth management goals. Our expert team approaches financial services holistically, walking you through every step of the process. We care about providing personalized service and attention to each of our customers to help you stay ahead.

Accounting And Bookkeeping Services

Our expert team can handle all your accounting needs to help ensure your financial health in every area. We comprehensively assess your financial activities, bookkeeping systems and unique needs to create the right solution for you. Our services in accounting for high net worth individuals include – everything from paying bills to integrating accounting technology systems and completing data entry, making the process as efficient and accurate as possible.

As a team, we are conscientious about quality control and stay up to date on policies and regulations. We also submit our procedures to peer review every three years through our American Institute of Certified Public Accountants (AICPA) membership.

Financial Planning

We understand that you’ve invested time and effort into building your wealth for yourself and your family, and we’re here to help you protect your assets and pursue your financial goals. When you partner with us for financial planning, we can help you plan for all your financial life goals and provide for your family’s future — whether that’s creating college funds for your children, supporting your elderly parents or managing your estate. With thoughtful financial and legacy planning, you can provide for your family and enjoy peace of mind about the future.

Retirement Planning

High net worth retirement planning is crucial for reaching optimal financial growth. We can work with you to develop a wealth management plan and ensure you have secure retirement resources. Our goal is to help you choose the best retirement accounts for your needs and financial objectives. During retirement planning, we can prepare you to seamlessly transition from work to retirement with the income to pursue all your post-retirement plans.

Insurance Selection

We guide you through the insurance process and help you select the best option for your situation and goals. We also work with you to keep your financial holdings secure, so you can pursue growth with confidence. Whether you’re considering life insurance, long-term care insurance, umbrella insurance or another option, let us help you select the right plan for your needs.

Tax Planning

We provide collaborative, innovative tax services that comply with regulations and are flexible to your needs. Drawing on in-depth insights, tax technology and specialty team expertise, we carefully work to find sound strategies to help you save on tax payments. We also monitor tax regulations and business activity to help you stay informed and proactive in the fast-changing financial world.

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While our clients come from all over the city, state and country, our home base is in the city of innovation and entrepreneurship—San Francisco.

All of the creativity and technical expertise surrounding us keeps us up to date with the latest thinking so we can serve you better.

We always look forward to a new conversation, so drop us a line or give us a call.

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