Client Experience
What to Expect as a Client
At Martin Strategic Wealth, we put you at the center of an individualized, dynamic financial plan. Here’s our Client Experience pledge to you. We will:
- Proactively provide thoughtful advice and respond to your needs quickly.
- Always be your fiduciary, and have your best interests be our compass and guide our advice.
- Communicate the truth as we know and understand it.
- Vigilantly protect and secure your personal information and privacy.
- Seek your feedback on how to better service and assist you.
What to Expect as a Client
At Martin Strategic Wealth, we put you at the center of an individualized, dynamic financial plan. Here’s our Client Experience pledge to you. We will:
- Proactively provide thoughtful advice and respond to your needs quickly.
- Always be your fiduciary, and have your best interests be our compass and guide our advice.
- Communicate the truth as we know and understand it.
- Vigilantly protect and secure your personal information and privacy.
- Seek your feedback on how to better service and assist you.
What we do
At Martin Strategic Wealth, we have the experience navigating the complexities that come with having substanital assets and the challenges that may get in the way of success. As our clients’ trusted advisor, we work collaboratively with our clients and their team of tax and legal advisors, putting the power of our collective knowledge and resources into creating the best possible experience for clients.
We combine the service, creativity, and objective advice of a boutique with a power of experienced advisors, extensive capabilities and resources backed by our advance planning team, and custom-built strategies to create a differentiated wealth experience.
- Proactively provide thoughtful advice and respond to your needs quickly.
- Always be your fiduciary, and have your best interests be our compass and guide our advice.
- Communicate the truth as we know and understand it.
- Vigilantly protect and secure your personal information and privacy.
- Seek your feedback on how to better service and assist you.
What we do
At Martin Strategic Wealth, we have the experience navigating the complexities that come with having substanital assets and the challenges that may get in the way of success. As our clients’ trusted advisor, we work collaboratively with our clients and their team of tax and legal advisors, putting the power of our collective knowledge and resources into creating the best possible experience for clients.
We combine the service, creativity, and objective advice of a boutique with a power of experienced advisors, extensive capabilities and resources backed by our advance planning team, and custom-built strategies to create a differentiated wealth experience.
- Proactively provide thoughtful advice and respond to your needs quickly.
- Always be your fiduciary, and have your best interests be our compass and guide our advice.
- Communicate the truth as we know and understand it.
- Vigilantly protect and secure your personal information and privacy.
- Seek your feedback on how to better service and assist you.
Science, Not Speculation
At Martin Strategic Wealth, we put you at the center of an individualized, dynamic financial plan. Here’s our Client Experience pledge to you. We will:
- Proactively provide thoughtful advice and respond to your needs quickly.
- Always be your fiduciary, and have your best interests be our compass and guide our advice.
- Communicate the truth as we know and understand it.
- Vigilantly protect and secure your personal information and privacy.
- Seek your feedback on how to better service and assist you.
Science, Not Speculation
At Martin Strategic Wealth, we put you at the center of an individualized, dynamic financial plan. Here’s our Client Experience pledge to you. We will:
- Proactively provide thoughtful advice and respond to your needs quickly.
- Always be your fiduciary, and have your best interests be our compass and guide our advice.
- Communicate the truth as we know and understand it.
- Vigilantly protect and secure your personal information and privacy.
- Seek your feedback on how to better service and assist you.
Trust, accountability, and no surprises.
After reviewing hundreds of wills and trust documents with clients, I’ve learned that having estate estate documents doesn’t always mean the estate planning goals are being accomplished. Usually, this is a result of not clarifying objectives before legal documents are drafted, and/or failing to review those documents annually with your financial advisor.
How well your documents addresses your unique situation will determine how well your estate plan works. Usually, problems arise as a result of no clarifying objectives before legal documents are drafted, or failing to review executed documents as part of your annual financial plan review.
Trust, accountability, and no surprises.
After reviewing hundreds of wills and trust documents with clients, I’ve learned that having estate estate documents doesn’t always mean the estate planning goals are being accomplished. Usually, this is a result of not clarifying objectives before legal documents are drafted, and/or failing to review those documents annually with your financial advisor.
How well your documents addresses your unique situation will determine how well your estate plan works. Usually, problems arise as a result of no clarifying objectives before legal documents are drafted, or failing to review executed documents as part of your annual financial plan review.
