The Never-ending Pursuit of Money
What would it be like to be ultra-wealthy? Would it mean homes in Hawaii and Paris? Do you envision sailing a luxury yacht across the
What would it be like to be ultra-wealthy? Would it mean homes in Hawaii and Paris? Do you envision sailing a luxury yacht across the
Careful tax planning throughout the year can put more money in your pocket Tax planning is a vital part of any wealth management strategy,
One of the most significant developments in recent technology is the rise of artificial intelligence (AI). When you ask ChatGPT (a leading AI program) what
Technology has helped to streamline the way we manage our money, allowing us to perform transactions and monitor our accounts online, instead of needing to
Tapping into the rich network of professionals we associate with has many benefits. Having worked with a wide variety of families with a wide variety
When planning for retirement, we often focus on the accumulation phase: saving diligently and investing wisely. We spend 40 or more years of our lives
You have a first meeting with a new financial advisor, congrats! You’re taking an essential step in forging a path to financial confidence and clarity.
Wealthy families often find themselves grappling with how to effectively pass along assets to their children while ensuring those children are ready for the responsibility.
Blind spots, in the realm of investing, can be likened to the unnoticed smudges on a pair of glasses. They obscure a clear view of
Contact us with any questions or to schedule a brief conversation about your unique circumstances.
Signup to receive our informative newsletters
Check the background of your financial professional on FINRA’s BrokerCheck. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. Investment advisory services offered through PrimeauMayer Advisors LLC, registered with the Commonwealth of Virginia. For a complete description of investment risks, fees and services, review the PrimeauMayer Advisors LLC firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting PrimeauMayer Advisors LLC. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. PrimeauMayer Advisors LLC is not affiliated with or endorsed by the Social Security Administration or any other government agency. Fiduciary duty extends solely to investment advice and does not extend to other activities such as insurance product sales, including annuities, life insurance, and long-term care insurance or broker-dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation. The investment adviser representative (“IAR”) is also a licensed insurance agent. In this capacity, the IAR may offer fixed life insurance products and receive normal and customary commissions. The client is under no obligation to purchase products through the IAR on a commissionable basis. In addition, the IAR may receive other compensation such as fixed or variable life trails. The potential for receipt of commissions and other compensation when the IAR acts as an insurance agent may give the IAR an incentive to recommend insurance products based on the compensation received.
Need Help or Assistance with login
Please contact us at (571) 252-7111