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Fee-Based Financial Advisor with Fiduciary Responsibility in Arizona
A Financial Advisor firm focusing on Retirement Planning and Wealth Management.
J. Martin Wealth Management
Fee-Based Financial Advisor with Fiduciary Responsibility in Arizona
J. Martin Wealth Management is a fee-based financial advisory firm with fiduciary responsibility, headquartered in Gilbert, Arizona, with additional offices in Chandler, Maricopa, and Tucson. We specialize in retirement planning, 401(k) rollovers, income planning, and tax strategies for individuals and families across Arizona. Investment advisory services are provided through Wealth Watch Advisors, an SEC-registered investment adviser.
Retirement Planning and Wealth Management Services
At J. Martin Wealth Management, we are dedicated to providing personalized financial planning and wealth management services. As a Registered Investment Advisory firm, we have a fiduciary duty to act in your best interest as we help you pursue your financial goals. We work closely with our clients to develop strategies tailored to their individual needs and risk tolerance.
Our services include:
- Retirement Planning: Comprehensive retirement planning strategies including 401(k) rollovers and wealth management, designed to help you pursue long-term financial security.
- Income Planning: Strategies aimed at creating a sustainable income stream for retirement through careful planning and investment management.
- Investment Advice: Guidance toward building a diversified investment portfolio designed to align with your financial goals and risk tolerance.
- Tax Planning: Forward-looking strategies designed to help minimize your tax burden and support long-term wealth preservation.
With offices in Chandler, Gilbert, Maricopa, and Tucson, Arizona, we serve as your local financial advisor across the Phoenix metro area and Southern Arizona.
Our Financial Philosophy
A highly personalized approach to financial planning and wealth management.
At J. Martin Wealth, our financial philosophy is built on a foundation of fiduciary responsibility, personalized advice, and dedication to your financial success. As a registered investment advisor, we have a fiduciary duty/responsibility to legally and ethically act in your best interest. This commitment is reflected in every strategy we develop.
Fiduciary Responsibility
Our role as a financial advisor with fiduciary responsibility means we are obligated to prioritize your needs above all else. We operate with full transparency, disclosing any potential conflicts of interest and working to manage them in your favor. Every recommendation we make is designed to align with your unique financial goals.
Personalized Financial Strategies
We believe that no two financial journeys are alike. That’s why we take the time to understand your individual circumstances, including your goals, values, and risk tolerance. By integrating retirement planning, investment management, tax strategies, and wealth preservation into a cohesive plan, we create a roadmap tailored specifically to you.
Education and Empowerment
We understand that informed clients are confident clients. Our approach includes educating you about financial concepts, market trends, and investment strategies so you can make knowledgeable decisions.
Risk Management and Wealth Preservation
We strive to help you manage risk effectively throughout your financial journey. By carefully assessing your risk tolerance and implementing disciplined investment strategies, we aim to safeguard your savings while positioning your portfolio for growth.
Transparency and Trust
At J. Martin Wealth, trust is at the heart of everything we do. Our transparent communication helps you fully understand your financial plan, the associated costs, and the rationale behind every recommendation.
Our philosophy combines fiduciary standards with a personalized approach to financial planning and wealth management. We are committed to helping you navigate life’s financial complexities and craft a plan designed to achieve a more secure future.
J. Martin Wealth Management guides our financial planning clients to prepare for their retirement journey and oversees their success throughout. To protect and preserve your nest egg, we utilize a variety of wealth management strategies that seek low risk and low volatility. As a firm and as a financial advisor, we focus on financial planning services including, investment management, retirement income planning, tax planning, and wealth management. These planning services are seeking wealth preservation and optimizing distributions in retirement.
We are proud
to provide financial advice, wealth management, and fiduciary financial planning services.
Our firm is family-owned and operated, and our financial advisor offices are near you, in Chandler, Gilbert, Maricopa, and Tucson, AZ. J. Martin Wealth Management is a fee-based firm, meaning we charge advisory fees for our planning and investment services. In some cases, we may also receive compensation in connection with certain financial products. All compensation arrangements are disclosed to clients.
Frequently Asked Questions
- What does it mean to work with a financial advisor with fiduciary duty?
- A financial advisor with fiduciary duty is legally and ethically required to act in your best interest at all times — not theirs. At J. Martin Wealth Management, our fiduciary responsibility means every recommendation we make is based on your individual goals, risk tolerance, and financial situation. We disclose all compensation arrangements and work to manage any potential conflicts of interest in your favor.
- How do I find a financial advisor near me in Arizona?
- J. Martin Wealth Management has offices in Chandler, Gilbert, Maricopa, and Tucson, AZ. We serve individuals and families across Arizona who are planning for retirement or looking to grow and protect their wealth. You can schedule a complimentary consultation online or call us at (480) 630-6177 — we'll connect you with the office closest to you.
- What is the difference between fee-only and fee-based financial planning?
- A fee-only advisor charges only advisory fees for their services. A fee-based advisor, like J. Martin Wealth Management, charges advisory fees for financial planning and investment management and may also receive compensation in connection with certain financial products. All compensation arrangements are fully disclosed to our clients so you always understand how we are paid and how it may relate to our recommendations.
- Do you specialize in retirement planning for union employees in Arizona?
- Yes. J. Martin Wealth Management has specific experience working with UPS employees covered by the Western Conference of Teamsters Pension Trust (WCTP) in Arizona. We help UPS drivers and package handlers understand their pension eligibility, payout options, and how to coordinate their 401(k) and Social Security benefits for a complete retirement income plan. We are not affiliated with or endorsed by UPS, the Teamsters Union, or the WCTP.
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Hours:
Monday: 8am–5pm
Tuesday: 8am–5pm
Wednesday: 8am–5pm
Thursday: 8am–5pm
Friday: 8am–4pm