The Common Thread is Service

Managing wealth and investments presents families with unique, complex challenges. Martello helps clients build more secure futures through smart decisions, deliberate planning, and careful management of your investments.

How We Serve Our Wealth Management Clients

wealth maangement services investment management
At Martello, our financial advisors understand that there is no “one size fits all” investment approach. We build custom portfolios that account for the goals and values of our clients. Plus, as a registered investment advisor and fee-only fiduciary, our wealth management services are fully aligned with our clients. We never earn a commission for any investment we recommend.

Our team believes independent thinking is critical to building resilient investment portfolios that can protect wealth. We rely on our own research and due diligence to source and structure investment strategies. Our approach is driven by discipline and long-term thinking. We believe this results in thoughtfully constructed investment portfolios built to stand the tests of time and market cycles.
wealth management services - financial planning
Financial planning is an ongoing process, not a single point in time. We help you craft a clear vision of your goals, and everything we do supports you in achieving this vision. Your wealth management advisor is your trusted partner as you stay on track and work towards achieving your goals. We do this through continuous monitoring of your financial picture, trajectory, and needs.
Planning for your future requires careful consideration of your goals. Achieving these goals often involves other professionals skilled in tax preparation and advice, estate planning, or insurance. Martello serves as a liaison for everyone working towards your goals and works with these professionals as issues arise.

We also provide you with the platforms and tools you need to monitor your wealth building and progress towards your goals. We can track asset allocation, including employer retirement accounts and investments with other financial service providers. This allows you to stay fully in touch with your wealth, even for assets not managed by Martello.

institutional services

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The unique challenges faced by institutional investors such as foundations and pension funds require specialized planning skills and investment tools. Martello’s principals have worked with institutional clientele for years on investment sourcing, portfolio construction, risk management, and portfolio monitoring/reporting. Our team brings to the table the experience and knowledge to build portfolios that meet the exacting standards for volatility, risk, liquidity, and income required by institutional directors and trustees.
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