Become a Client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families and institutions and their assets.

Investment Management & Monitoring
Retirement Income Planning
Estate Strategies
Life Insurance & Long Term Care
Debt Management
Business Succession Planning

To learn more, contact Huffman Mayer Wealth Management Group today at (440) 992-1515.

This information is intended for use only by residents of (AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, MA, MD, MI, MN, MT, NC, NJ, NM, NV, NY, OH, PA, SC, SD, TN, TX, VA, WA, WI, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

Investment and Insurance products:

Not Insured by FDIC or any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC

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Links to third-party websites are provided for your convenience and information purposes only. Wells Fargo Advisors is not responsible for the information contained on third party websites.

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Our Process

Relationship Process

Keys to a Successful
Relationship with Us

Envision -
The Envision® Process

Private Investment
Management Program

Resources

Referral Process

Viewpoint

Our Team

Daniel M. Huffman, CFP®

James E. Mayer, Jr., CRPS®

David VanDusen

Susan Paolo, AAMS, MBA

Ryan Richards, AAMS®

Phillip T. Anderson, MBA

Margaret Gilliland

Donna Hassett

Crystal L. Harrington

Resources

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.

Become a Client

Contact Info

Additional Pages

Your Name & Title /or Approved Group Name

Our Process

Viewpoint

Our Team

Resources

Is this program right for you?

You can count on us