Tom Martin, is a financial advisor at Vaylark Financial Services and is based in the Hartford office. He employs a goal-based wealth management process for financial planning and investment management. He practices in the area of private wealth management offering comprehensive financial planning, sophisticated portfolios, tax reduction strategies, risk management, estate and legacy planning, as well as executive compensation and business owner profitability.
Prior to joining Vaylark Financial Services, Tom was the Principal and Chief Investment Officer at Clear Path Financial Planning, a fee-only Registered Investment Advisor (RIA), nestled in the town of Cheshire, Connecticut.
Two cornerstones of every financial plan are risk management and asset growth. When it comes to managing portfolios, risk management is the key factor. I truly believe you make your money in the market, by avoiding big losses. It’s all about having a sound wealth management process. With independence and access to a wide range of active and passive investment strategies, as well as alternative investments, our allegiance is always to the client, and never to specific products.