About Us


Families have unique needs, such as guiding the younger generation while planning for future wealth transfer. At Martin Wealth Management, our clients benefit from our years of experience in helping multiple generations to enjoy life while also planning for the future.

Our approach is direct and straightforward. We will have an open conversation to uncover needs you may not be aware of and put them in the context of your life. As we discover what is most important to you, learn about your family situation and your approach to money, we clarify goals: How do you want to take care of your family? What do you want your legacy to be? What do you want your wealth to accomplish?

Together we develop a plan to help you make informed decisions that truly reflect who you are while striving to meet your goals and needs. Drawing on our Certified Financial Planner™ and Certified Investment Management Analyst® credentials*, our advisors are equipped to analyze investments on a deeper level and provide true comprehensive investment planning.

We believe that building wealth is just one part of the journey. Planning for future wealth transfer is equally important as guiding the younger generation today. Martin Wealth Management clients benefit from our experience, education and specialization in helping every generation to reach their financial goals.
 
**Laura Martin Miri is a CERTIFIED FINANCIAL PLANNER™ Professional and a Certified Investment Management Analyst® Professional. 
Martin Wealth Management, Inc.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AZ, CA, CO, CT, FL, GA, ID, IL, KS, MA, MN, MO, MT, NH, NV, NY, OH, OR, TN, VA, WA, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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