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

image of bank

A crisis for a few banks is not a banking crisis

Mar 24, 2023 | Atul Bhatia, CFA

Several factors distinguish the recent turmoil from the 2008–09 crisis. We discuss U.S. policymakers’ current approach, and the risks for investors in U.S. banks.

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lambs in field sunrise

Will the market volatility that came in like a lion go out like a lamb?

Mar 24, 2023 | Thomas Garretson, CFA

We look at the implications of the Fed’s latest rate hike and whether broad market volatility brought on by the banking stress can continue to fade.

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