Spoken languages : English
The Martin Group brings together an energetic team of investment professionals led by Senior Investment Advisor Andy Martin. Andy has over 20 years of experience helping business people and their families realize their financial success.
Using specific strategies and tools we have helped over one hundred families’ accumulate wealth during their career and work with them to transition to a comfortable retirement. Our team of professionals carefully analyzes our client’s financial affairs to build risk-adjusted portfolios that provide a reliable and tax efficient income stream during their retirement years.
Currently, our estate, trust and tax specialists are helping dozens of families through the intricacies of intergenerational wealth management by creating multi-generational wealth plans that take taxes and healthcare issues into consideration.
At the Martin Group, we listen to our clients – we talk with them, we make decisions together with our clients to help them reach their life goals.
To find out more about how we can help you and your family, please book a private consultation today.