Friday, December 8, 2023


Strategic advice from a Wealth Advisor that listens.

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Financial Advisor in Hartford, CT

Tom Martin, WMCP® is virtual Private Wealth Advisor based in Cheshire, Connecticut, working with clients remotely across the United States. Tom has earned the Wealth Management Certified Professional® designation from The American College of Financial Services.

Who We Serve

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?

Financial Advisor in CT


We want a smooth transition to retirement. Are we saving enough to keep the lifestyle we have today? What will cash flow look like over the next 10 years?

Are you financially ready for retirement


I want to protect and grow the wealth I’ve acquired, and make sure than my partner and heirs are taken care of.


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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