Financial Advisors
Chandler, AZ
J. Martin Wealth Management is a fee-based financial advisory firm with fiduciary responsibility, serving individuals and families across Arizona with a focus on retirement planning, wealth management, and tax strategies. Headquartered in Gilbert with offices in Chandler, Maricopa, Gold Canyon, and Oro Valley, they provide comprehensive services including 401(k) rollovers, income planning, investment management, and tax optimization. As a registered investment advisor, the firm prioritizes client interests above all else and maintains transparent communication about all compensation arrangements.
Ideal for: Pre-retirees and retirees planning income strategies, individuals with 401(k) rollovers, high-net-worth families seeking tax optimization, union employees seeking specialized retirement guidance
Service area: Chandler, Phoenix metro area, and Southern Arizona including Gilbert, Maricopa, Gold Canyon, Oro Valley, and Tucson
Fiduciary Responsibility: Legal obligation to act in clients' best interest at all times, with full disclosure of all compensation arrangements and potential conflicts of interest.
Personalized Retirement Planning: Specializes in coordinating pensions, 401(k)s, Social Security, and investments into customized retirement income plans tailored to individual goals and risk tolerance.
Family-Owned and Locally Based: Independent, family-operated firm with multiple Arizona office locations and specific experience serving union employees and local community members.
Address: 333 N Dobson Rd #5, Chandler, AZ 85224
Phone: (480) 630-6177
Website: jmartinwm.com
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