Financial Advisors
Tempe, AZ
Martinsen Wealth Management is an independent financial advisory firm in Tempe specializing in retirement planning, wealth management, and estate planning for professionals nearing or in retirement. Led by experienced advisors, the firm takes a holistic, collaborative approach across income strategies, tax efficiency, asset protection, and legacy planning. As an independent firm, they offer access to a wide selection of financial products rather than being limited to a single company's offerings, and emphasize unbiased guidance tailored to each client's unique retirement goals.
Ideal for: Professionals nearing retirement, High-net-worth individuals seeking tax-efficient strategies, Business owners planning legacy and estate transitions
Service area: Tempe, Arizona and surrounding Phoenix metropolitan area
Holistic 5W Retirement Blueprint: Uses a comprehensive framework endorsed by Ed Slott, CPA and retirement expert, that addresses the five critical areas of retirement planning: income, investments, taxes, healthcare, and estate planning to simplify complex financial decisions.
Independent Firm with Broad Access: As an independent advisory firm, they provide unbiased guidance without being limited to one company's products, giving clients access to a wider selection of investment and insurance solutions.
Collaborative Multi-Professional Team: Their team of professionals works together to create and execute coordinated financial plans covering retirement income, asset protection, tax strategies, and estate planning.
Address: 7855 S River Pkwy #201, Tempe, AZ 85284
Phone: (480) 550-6556
Website: martinsenwealth.com
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