Schedule a free, no strings attached conversation with the Martello team.

This call will give us both a chance to make sure that there is a fit between your needs and our expertise.

How Do I Know If I’m a Good Fit?

This call will give us both a chance to make sure that there is a mutual fit between your needs and our expertise.

long-term mindset

We are not focused on weekly or monthly fluctuations, but seek to build and protect wealth over the long-term.

assets to invest

We work best with individuals and families with at least $250,000 in investment and retirement assets.

desire to delegate

Clients that want us to help manage their financial futures so they can focus on what they enjoy.

With You Every Step of the Way

Step down the path to securing your financial future

1

Introductory
Call

A 15 minute intro call will allow us to get to know each other, learn more about your current situation, and determine whether we are a good fit for you.
2

Meet
the Team

The next step is a virtual or in-person meeting with our team. During this meeting, we will have a deeper discussion surrounding your financial goals, current situation, and any concerns you may have. Ahead of this meeting, we may request some information that will help us better understand your financial picture.
3

Fee
Review

We take a deeper dive into your investments, looking closely at the costs in your portfolio. The Free Fee Review will give you a clear picture of the impact of fees on your wealth over time and potential opportunities to lower fees through cost-efficient investments, whether you decide to become a client or not.
4

YOUR
situation

We use what we learned about your financial picture to help you understand how we can help. We confirm your goals and present the picture of a solution that helps you reach them. If there are worries keeping you up at night, we let you know how we plan on addressing them.
5

Think
About It

Our most successful client relationships are built over years. We are not looking for you to commit until you are comfortable. You should take time to consider our recommendations, how you feel about the team, and whether you would like to work together.
6

Welcome
Aboard

We are thankful for the consideration and trust our clients have in us. If you decide to become a Martello client, we will work with you and your current financial professionals to ensure a seamless transition.