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?
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.
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Socially Responsible Investing
Align your life values with your investment strategy.