Brian Martin, CFP, CIM

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

Capitol building with thunderstorm sky

Debt ceiling update

May 26, 2023 | Atul Bhatia, CFA

Recent headlines on debt ceiling negotiations indicate significant progress towards a deal, but with major unresolved issues.

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business woman looking at computer thoughtfully

Mixed message

May 25, 2023 | Joseph Wu, CFA

Some recent data suggest the global economic expansion is intact, while other clues indicate caution is warranted. What does that mean for investors?

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