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Tom Martin 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.

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Latest articles

Market Commentary: Bumpy but Feelin’ Right

Market Commentary April 3, 2023 0

Last week, I noted the potential was high for...

Preparing for College: Senior Year of High School Checklist

College March 22, 2023 0

While your child is in their senior year of...

Market Commentary: A Battle of Fire and Ice

Markets & Economy March 22, 2023 0

The Fed is stuck between trying to cool inflation...

Pros and Cons of 529 Plans

Roth Conversions: What is it and how to do one?

Connecticut Tax Deductions for 529 Savings

The Complete Guide to CHET 529 College Savings Plans