Hello and welcome to Martin Wealth Management. I'm Laura Martin Miri, a
second-generation financial advisor.
My journey into wealth management began
many years ago at the family kitchen table, where the latest stock market news
was the topic of dinner conversation.
Since 2006 I've been a financial advisor
offering top-notch investment advice
that builds on my commitment to education.
After getting degrees from UC Berkeley and Columbia University, I continued my
education at the Wharton School of Business becoming a certified investment
management analyst. I'm also a certified financial planning professional.
Martin Wealth Management is an independent advisory practice.
We manage investment portfolios and offer planning advice for our clients.
We advise individuals and families
on how to enjoy life while balancing the need to plan for the future.
For our advisory clients, the process at Martin Wealth Management is summarized in these steps.
First, we'll start by getting to know each other better, to find out what's
most important to you, learn about your family situation, and your approach to money.
As we gather this information we'll work on setting your goals.
How do you want to take care of your family?
As an individual, what do you want your legacy to be?
What do you want your wealth to accomplish?
As with any journey, a roadmap is essential to helping reach your destination.
To create your roadmap, we'll analyze your current financial picture.
Assets, liabilities, cash flow, investments, insurance,
tax strategies, estate planning, charitable giving.
This shows us what we have to work with and what we need to develop to help you
reach your financial goals.
Next, we develop a plan. Your roadmap.
We'll explain the pros and cons of our recommendations, considering alternatives so
that you can make an informed decision, that truly reflects who you are,
while pursuing your goals and needs.
When you're ready to implement your plan
we'll decide what action steps need to be taken.
Finally, the most often overlooked step
is monitoring. We're your partners along your entire financial journey.
We'll review your investment plan, to help you stay on track.
When calculating your route is needed and recommending any changes that need to be made.
We understand that every client is unique.
Creating wealth is one part of the journey.
Planning for future wealth transfer is just as important
as guiding the younger generation today.
Martin Wealth Management's clients benefit
from our education, experience, and specialization
and helping every generation reach their financial goals.
I look forward to meeting you, so contact
me for a complimentary consultation to see how we can help you with your
roadmap to financial well-being, for you and for your family.