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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.
My goal is to help you pursue your goals, no matter if you’re just starting out or well into retirement.
We want to be smart about college. Which of our schools will provide more gift aid and which more debt?
I want to protect the wealth I’ve accumulated over the years, while still growing those investments wisely.
We’re already retired and want to discuss our legacy plans for charitable giving, and ensure we leave enough to our children and grandchildren.
College in the United States has become increasingly more expensive over recent decades, leaving many families struggling to prepare financially for this stage in their
529 Plans are investment accounts to save for college. Let’s look at the pros and cons of saving in one.
Junior year of high school is a pivotal year, because Senior year is so busy. If you’re preparing for college in your Junior year, here’s a checklist to follow.
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.
© 2022 Tommy Martin. All Rights Reserved.
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