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

Healing the Healers: Dr. Jillian Horton on Preventing and Treating Physician Burnout

Aug 08, 2022 | Wendy Helfenbaum

How to counteracting physician burnout -advice from award-winning medical educator, writer and podcaster Dr. Jillian Horton.

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As earnings go, so goes the market

Aug 05, 2022 | Kelly Bogdanova

While we think the bulk of market risks are in the rearview mirror, we consider whether earnings vulnerabilities are fully baked into stock prices.

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How might markets handle rising geopolitical heat?

Aug 04, 2022 | Kelly Bogdanova

While markets tend to absorb military clashes quickly, the world’s complex web of financial ties makes the economic clashes a greater source of risk.

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