Our Partners
Transparent Financial Advice you can count on.
Our Wealth Management Partners
THE JOURNEY TO FINANCIAL INDEPENDENCE DOESN’T HAVE TO BE A SOLO ONE.
WE TAKE OUR FIDUCIARY RESPONSIBILITY AND WEALTH MANAGEMENT SERIOUSLY.
At J. Martin Wealth, we believe in a collaborative approach to wealth management. We partner with leading financial institutions and service providers to offer our clients access to a wide range of resources and specialized knowledge. As a fiduciary financial advisor, we are committed to acting in your best interest, and these partnerships help us deliver comprehensive and effective solutions tailored to your unique needs. Below are some of our key partners:
Our Commitment as a Fiduciary Financial Advisor
As a fiduciary financial advisor, our primary duty is to act in the best interest of our clients. This means we are legally and ethically obligated to put your needs first. We go beyond traditional financial advice to ensure that every recommendation is made with your goals, values, and priorities in mind. Our partnerships enhance our ability to provide objective advice, personalized strategies, and transparent communication.
Our Partners Enhance Our Ability to Deliver:
- Security: Safeguarding your assets with industry-leading custodial services.
- Efficiency: Streamlining your financial experience with advanced technology and tools.
- Specialized Knowledge: Accessing deep understanding and skills in investment management, research, and financial planning.
Charles Schwab
Charles Schwab serves as the custodian for our client's accounts, ensuring the security and proper management of your assets. Their robust platform provides:
- Secure access to account information and statements.
- Electronic trading capabilities.
- Comprehensive reporting tools.
Schwab's commitment to security and technology aligns with our dedication to providing a transparent and efficient client experience.
Howard Capital Management
Howard Capital Management, Inc. (HCM) is an SEC-Registered Investment Advisory Firm offering professional wealth management services to private clients through separately managed portfolios, retirement tools, self-directed brokerage accounts, and proprietary mutual funds. The investment strategies used at HCM are tactical in execution and seek to be defensive. As a fiduciary financial advisory firm, J. Martin Wealth Management & HCM believes this management style is a powerful, straightforward solution to navigating market volatility while striving to drive performance and hedge against inflation.
Their solutions aim to balance risk and potential return, with a focus on mitigating downside exposure.
Here's how HCM collaborates with us to enhance your portfolio:
Disciplined Approach: HCM employs a systematic, rules-based investment process that removes emotion from investment decisions. This approach is designed to manage risk while keeping your financial objectives in focus.
Adaptive Strategies: HCM actively monitors market trends and adjusts strategies to align with current conditions. This flexibility aims to reduce portfolio exposure during market downturns while seeking growth opportunities.
Risk Management Focus: HCM prioritizes strategies that mitigate downside risk while striving to align returns with the portfolio’s objectives and market conditions.
Diversification: HCM offers access to a range of investment options across asset classes, aiming to reduce overall portfolio volatility through diversification.
Alignment with Your Goals:
HCM collaborates with us to develop strategies tailored to your financial goals, risk tolerance, and time horizon.
By partnering with HCM, we provide access to investment management strategies that focus on balancing potential growth with risk mitigation. This enables us to build portfolios designed to pursue your long-term objectives while navigating the complexities of the financial markets.
Read Vance Howard's latest market update here!
Chart of the HCM Buy-Line®
The HCM Buy-Line® strives to protect capital in market downturns while seeking to outperform the major indices during market upswings. The chart illustrates when the HCM Buy-Line® has been triggered.
What is the HCM-BUYLINE®?
Learn about the HCM BuyLine®, a disciplined, rules-based investment strategy designed to adapt to changing market conditions. This video explains how the BuyLine® works to manage risk, protect portfolios during market downturns, and capitalize on growth opportunities. By removing emotional decision-making, the HCM BuyLine® aims to provide a systematic approach to navigating the complexities of the financial markets, aligning with long-term financial goals.
Taiber Kosmala
Taiber Kosmala & Associates is an independent, employee-owned investment consulting firm that collaborates with financial advisors like J. Martin Wealth to deliver institutional-quality strategies for our clients. Based in Chicago, Taiber Kosmala advises on over $15 billion in assets, serving financial intermediaries, family offices, and institutional clients with a steadfast commitment to intellectual integrity and client-centric solutions.
How Taiber Kosmala Enhances Our Wealth Management Services
Our partnership with Taiber Kosmala ensures you have access to advanced research, disciplined investment strategies, and dynamic portfolio solutions. Here's how they help us serve your financial goals:
Comprehensive Research and Experience: Taiber Kosmala's team includes professionals with diverse backgrounds, including money management, regulatory oversight, and advisory services. This expertise drives in-depth research and actionable insights, ensuring our clients benefit from cutting-edge market intelligence.
Risk Management and Diversification: Taiber Kosmala emphasizes disciplined portfolio construction to balance growth opportunities with risk mitigation. They offer access to diverse asset classes and strategies to help reduce overall portfolio volatility while navigating complex markets.
Independent and Transparent Advice: As an independent firm, Taiber Kosmala provides unbiased guidance based solely on your best interests. Their approach aligns seamlessly with our fiduciary responsibility to ensure transparency and trust in every recommendation.
Tailored Investment Strategies: Recognizing that no two clients are the same, Taiber Kosmala develops custom investment programs tailored to your unique goals, risk tolerance, and financial horizon. Their solutions are designed to adapt to evolving market conditions while prioritizing long-term success.
Supporting Your Financial Journey
Through our partnership with Taiber Kosmala, J. Martin Wealth can deliver investment strategies that combine institutional-level expertise with the personalized care of a fiduciary financial advisor. This partnership allows us to provide dynamic, data-driven solutions that align with your long-term financial goals.
Whether you're focused on retirement planning, wealth preservation, or portfolio growth, our partnership with Taiber Kosmala ensures that you benefit from an intelligent, adaptable, and disciplined approach to wealth management.
Read Taiber Kosmals's latest weekly market update here!
Redwood Investment Management
Redwood Investment Management manages RiskFirst® investment solutions. It is an SEC Registered Investment Advisor offering professional wealth management and investment advisory services. Through its RiskFirst® process rooted in clear, defined, achievable expectations, it supports a planning-focused approach to wealth management with a goal of achieving better outcomes for our clients. Its approach to investing aligns well with our financial planning approach.
Redwood Investment Management is a forward-thinking investment management firm that specializes in delivering tactical and innovative strategies to help clients navigate ever-changing market conditions. Known for their disciplined approach and commitment to risk-adjusted performance, Redwood collaborates with J. Martin Wealth to provide dynamic, research-driven solutions tailored to your unique financial goals.
How Redwood Investment Management Enhances Our Services
Our partnership with Redwood Investment Management ensures you have access to strategies that prioritize growth, diversification, and protection in volatile markets. Here’s how Redwood supports your financial success:
Tactical Asset Management: Redwood’s strategies focus on responding to market conditions in real time, helping to optimize opportunities during periods of growth and reduce exposure during downturns. This tactical approach aligns with our commitment to preserving and growing your wealth.
Focus on Risk-Adjusted Returns: Redwood emphasizes managing risk while striving to deliver returns that align with your portfolio’s objectives. By proactively assessing market trends and economic indicators, they design strategies aimed at balancing growth potential with downside protection.
Diversification and Alternative Investments: Redwood offers access to a wide range of asset classes and alternative investment strategies, enhancing portfolio diversification. This approach helps to reduce overall portfolio volatility while exploring opportunities in both traditional and non-traditional markets.
Research-Driven Insights: Backed by comprehensive market analysis and advanced research, Redwood develops strategies designed to adapt to changing economic landscapes. Their data-driven approach ensures that our clients benefit from informed decision-making and innovative financial solutions.
Alignment with Your Goals: Redwood works closely with J. Martin Wealth to customize strategies based on your risk tolerance, financial objectives, and long-term vision. Their ability to adapt to your needs ensures a personalized and seamless wealth management experience.
Supporting Your Financial Goals
By partnering with Redwood Investment Management, J. Martin Wealth is able to offer clients sophisticated and responsive investment strategies designed to meet the challenges of today’s markets. Together, we provide a blend of institutional-grade expertise and personalized fiduciary care, ensuring your portfolio is positioned to pursue long-term success.
Whether your focus is on wealth preservation, growth, or retirement planning, our collaboration with Redwood Investment Management ensures that your financial plan is supported by disciplined, adaptable, and innovative strategies.
Read Redwood Investment Management's latest Weekly Market Snaphot here!
WEALTH WATCH ADVISORS
Wealth Watch Advisors is dedicated to empowering financial advisors with solutions and strategies. Their specialization lies in delivering resources that enhance investment management, streamline operations, and prioritize client success. At J. Martin Wealth, our collaboration with Wealth Watch Advisors strengthens our ability to provide clients with tailored strategies and transparent financial solutions that align with their long-term goals.
How Wealth Watch Advisors Supports Our Clients
Partnering with Wealth Watch Advisors allows J. Martin Wealth to deliver exceptional service, advanced tools, and personalized strategies to meet the unique needs of our clients. Here's how they contribute to your financial success:
- Comprehensive Investment Solutions: Wealth Watch Advisors offers a suite of investment management services designed to align with your financial goals. Their focus on adaptability helps portfolios remain well-positioned amidst changing market conditions.
- Risk-Aware Strategies: With an emphasis on managing risk, Wealth Watch Advisors helps design strategies aimed at minimizing downside exposure while pursuing opportunities for growth. This disciplined approach supports the stability and growth of your wealth.
- Advanced Tools and Technology: By leveraging tools and platforms, Wealth Watch Advisors provides enhanced operational efficiency and streamlined account management. This allows us to focus on delivering high-quality advice and personalized financial planning.
- Customized Solutions: Wealth Watch Advisors collaborates with us to craft tailored strategies based on your specific goals, risk tolerance, and time horizon. Their ability to adapt to individual needs helps ensure a personalized and comprehensive wealth management experience.
- Focus on Fiduciary Standards: Wealth Watch Advisors aligns with J. Martin Wealth’s commitment to fiduciary principles, ensuring that every strategy and recommendation is designed to serve your best interests with transparency and care.
Empowering Your Financial Future
Through our partnership with Wealth Watch Advisors, J. Martin Wealth is able to offer clients a blend of personalized care and access to a wide range of resources. This collaboration helps ensure that your portfolio is supported by strategies, proactive risk management, and a focus on achieving your unique financial goals.
Whether you're planning for retirement, building wealth, or preserving your assets, our work with Wealth Watch Advisors enhances our ability to guide you through every stage of your financial journey.