Financial Advisors
Gilbert, AZ
J. Martin Wealth Management is a fee-based, fiduciary financial advisory firm headquartered in Gilbert, Arizona, with additional offices in Chandler, Maricopa, Gold Canyon, and Oro Valley. They specialize in retirement planning, 401(k) rollovers, income planning, investment management, and tax strategies for individuals and families across Arizona. As a registered investment advisor, they operate under fiduciary responsibility, meaning they are legally obligated to act in clients' best interests and provide transparent, personalized financial guidance.
Ideal for: Pre-retirees and retirees planning retirement income, high-net-worth individuals seeking tax optimization, union employees coordinating pension and 401(k) strategies, families wanting personalized wealth preservation
Service area: Phoenix metro area and Southern Arizona including Gilbert, Chandler, Maricopa, Gold Canyon, Oro Valley, and Tucson
Fiduciary Responsibility: As a registered investment advisor, J. Martin Wealth Management is legally and ethically bound to act in clients' best interests, with full transparency on all compensation arrangements and potential conflicts of interest.
Specialized Union Employee Planning: They have specific experience working with union employees, including those covered by the Western Conference of Teamsters Pension Trust, offering tailored strategies for pension and benefits coordination.
Personalized Multi-Strategy Planning: They integrate retirement planning, investment management, tax strategies, and wealth preservation into cohesive, customized plans designed around individual goals and risk tolerance.
Address: 1166 E Warner Rd #101, Gilbert, AZ 85296
Phone: (480) 630-6177
Website: jmartinwm.com
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