Family Wealth Practice
Fiercely independent and driven by making things happen. Focused on the needs of High Net Worth Families, CEO Founders, Entrepreneurs, Family Business Owners and Executives. Wealth Designed.
PRIVATE WEALTH ADVISOR
“The advisor of the future looks and sounds more like a CEO than a dispenser of advice… a leader with a clear vision of your financial future.” – Tom Martin
The pursuit of financial independence begins with a framework for success. No matter your definition of wealth, Tom Martin will guide you every step of the way.
Tom specializes in comprehensive financial planning for affluent families, and employ a goal-based wealth management process. He has the breadth and depth of experience necessary to explore multiple design scenarios before presenting the appropriate client-tailored options. No cookie cutter solutions here.
Tom Martin holds the Wealth Management Certified Professional (WMCP) certification and is actively working towards his tax credentials. In his spare time, Tom serves as Treasurer for the Cheshire Education Foundation (CEF), a 501(c)(3) not-for-profit organization. The foundation manages private scholarships awarded to students in his community, and fund school projects requested by local school faculty.
Tom’s work and advice has been featured in the Wall Street Journal, Forbes, Fortune, and many other reputable outlets.
Impactful things are in motion the moment you schedule your consultation. I am serious about wanting to help you find your freedom.