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PRIVATE WEALTH ADVISOR

Strategic advice from a Wealth Advisor that listens.

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Financial Advisor in Hartford, CT

Tom Martin, WMCP® is Private Wealth Advisor at Vaylark Financial Services, with an office in Hartford, Connecticut. Tom has earned the Wealth Management Certified Professional® designation from The American College of Financial Services. Candidates for the WMCP® designation must demonstrate a foundational knowledge in strategic wealth management, efficient investment portfolios, tax strategies, complex planning strategies, wealth transfer, executive compensation and behavioral finance.

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.

Who We Serve

My goal is to help you pursue your goals, no matter if you’re just starting out or well into retirement.

COLLEGE-BOUND

We want to be smart about college. Which of our schools will provide more gift aid and which more debt?

Are you financially ready for retirement

PRE-RETIREES

I want to protect the wealth I’ve accumulated over the years, while still growing those investments wisely.

RETIREES

We’re already retired and want to discuss our legacy plans for charitable giving, and ensure we leave enough to our children and grandchildren.

Recent Articles

Socially Responsible Investing

Align your life values with your investment strategy.

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About

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.

Wealth tips

Latest articles

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

Investing 0
Roth conversions are an underutilized tools that can help higher income families who don't qualify for a Roth IRA contribution to participate in the Roth.

Government Pension Offset (GPO) – What you need to know

Financial Planning 0
The Government Pension Offset or GPO catches many state and federal employees off guard, especially if they have a spouse that may receive Social Security.

Retirement Pension Payment: Lump-Sum or Monthly Annuity?

Retirement 0
If you are nearing retirement and are entitled to...

© 2022 Tommy Martin. All Rights Reserved.

Securities and advisory services are offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA / SIPC. Vaylark Financial Services and IFG are unaffiliated entities. The IFG registered representatives associated with this website may only discuss securities or transact business with persons who are residents of CT. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction. Information provided here is from sources believed to be reliable, however, we cannot guarantee or represent that it is accurate or complete. When you click on a link to a third party website, you are leaving our site and assuming all responsibility for your use on this sites.