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Huffman-Mayer Wealth Management Group was Our PeopleOur office consists of a fully integrated team of financial professionals, with a cumulative total of over 150 years of experience in the financial services industry. Our advisory team includes a CERTIFIED FINANCIAL PLANNER professional, a Chartered Retirement Planning Specialist, an Accredited Asset Management Specialist, and an MBA in Finance.
Our ProcessOver the past three decades, we have developed and carefully refined our investment process. While the specifics of every individual and family we work with are different, there are many common elements in how we work with our clients. We are committed to delivering a comprehensive plan to help our clients achieve their individual goals.
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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
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(440) 992-1515 | (800) 888-9446
Our Process
Keys to a Successful
Relationship with Us
Envision -
The Envision® Process
Our Team
Is this program right for you?
The Private Investment Management (PIM) program is designed for investors who:
- Want a customized investment program based on an active approach to asset allocation
- Prefer a portfolio manager who can make investment decisions on their behalf
- Are seeking long-term portfolio management through diversification while keeping underlying investment costs to a minimum
- Seek the flexibility to build and maintain a portfolio using a diverse selection of investments
- Value a high level of professional services and personal attention.
You can count on us
The PIM program offers customized investment portfolios that can include cash alternatives, stocks, bonds, mutual funds, closed-end funds, option strategies and exchange-traded funds in a single account for an all-inclusive quarterly fee. To learn more about the PIM program, call today.