Our clients know that we believe what is most important to do what is in the client's best interest at all times. At J. Martin Wealth Management we make it our mission to protect and preserve your wealth. Our philosophy is to take a highly personalized approach to provide investment advice. We educate, and in turn, empower our clients to make confident, knowledgeable decisions for the success of their financial future.
Our mission is to protect and preserve our client's assets across all market cycles with a focus on your risk tolerance and comfort level. We will work with you to create a customized and personal approach that meets your long-term financial goals while seeking to avoid unnecessary losses or taxes.
Our mission is to protect and preserve our client's assets across all market cycles with a focus on your risk tolerance and comfort level. We will work with you to create a customized and personal approach that meets your long-term financial goals while seeking to avoid unnecessary losses or taxes.
Services
Jeff is an active fiduciary financial advisor, as well as the founder of J. Martin Wealth Management. A fee-based financial planning and wealth management firm, with offices near you in Chandler and Tucson. Leading up to launching his financial advisory practice, Jeff has spent the last 15+ years in financial services and providing financial advice and retirement.
We believe in Tactical Asset Management - seeking Low risk, low volatility investments to compliment your financial plan. At J. Martin Wealth Management, our holistic approach to investment advice is an integration between financial planning and investment management. As we get to know you and your family, we will learn more about you and identify your financial goals together.
Howard Capital Management, Inc. (HCM) is an SEC-Registered Investment Advisory Firm, offering professional money management services to private clients, through separately managed portfolios, retirement tools, self-directed brokerage accounts, and proprietary mutual funds. The investment strategies used at HCM are tactical in execution and seek to be defensive.
Vance Howard joins hosts, David Faber, Morgan Brennan, and Michael Santoli on CNBC's Squawk on the Street to discuss the state of the market after stocks closed out a strong August. This communication is issued by Howard Capital Management, Inc. It is for informational purposes and is not an official confirmation of terms.
One of the biggest and most important decisions you will make as part of your retirement is when and how to claim Social Security benefits. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000. Learn important rules that potentially affect your income taxes and the amount of retirement benefits you collect.
Reviews
Be the first to review J. Martin Wealth Management.
Write a Review
