Who we help

The Martin Group has the experience and knowledge to assist clients with a wide variety of needs and varying priorities. Our clients' needs are ever evolving depending on where they may be on their financial journey. For this reason, we created three distinct service offerings that reflect our clients' unique needs, wealth level and stage of life:


1. Emerging Wealth

  • Our clients' priorities may include: Long-term time horizon, wealth accumulation and overall wealth efficiency.

2. Established Wealth

  • Our clients' priorities may include: Long/Medium-term time horizon, wealth preservation and overall tax and estate efficiency.

3. Inter-Generational Wealth

  • Our client's priorities may include: Variable time horizon, multifaceted investment requirements, significant tax challenges and inter- generational estate considerations.