MARTIN WEALTH MANAGEMENT

Beyond investment portfolio management, we help clients with other aspects of wealth management such as: managing cash flow, education funding, choosing the right retirement plan for your business, and providing referrals to qualified estate planning attorneys for trust services.*... To serve you to the utmost of our abilities, we employ the vast resources at our disposal: retirement plan consulting, independent research, and a broad array of financial offerings and services. We have obtained multiple certifications** and are able to provide you with access to various products including stocks, bonds, mutual funds, CDs, annuities and insurance.***... At Martin Wealth Management, Inc. we help our clients work to maximize the potential for reaching life goals through financial advice that integrates both personal and financial circumstances.

Also known as: Martin Wealth Management, Inc.

Primary location: Menlo Park United States