Brian Martin

Wealth Advisor

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My services are designed for individuals, families, businesses and other organizations that require professional assistance managing their wealth.
 
  • Successful executives looking to enhance the growth of their wealth
  • Professionals requiring assistance with their personal assets and a trusted partner with shared clients
  • Business owners who need help managing their personal and business assets
  • Pre-retirees who want to make the most of retirement savings as they approach retirement
  • Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security
  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner

Please feel free to contact me via email, fax or phone, all listed in the profile for a no obligation review.

 

Important notices

Recent Insights

Audio commentary Knock on effects from SVB's collapse Kelly Bogdanova Co chair Global Portfolio Advisory Committee Tylar Lunke Senior Manager Managed Portfolio Strategies

Audio Commentary: Knock-on effects from SVB’s collapse

Mar 20, 2023 | Kelly Bogdanova & Tylar Lunke

Kelly and Tylar talk about the current stress in the financial system and the wider implications for the U.S. economy and equity market.

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globe and stethoscope

Planetary Health: What it is and Why it Matters

Mar 20, 2023 | Wendy Helfenbaum

Physicians are trained to do no harm, and today, that includes caring for the planet while also helping patients affected by climate change.

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