Our Services

Investment Strategies

Risk profile assessment

Investment portfolio management¹

Aligning your portfolio with your values

Stock option grants, restricted stock, and concentrated equity strategies

Tax planning strategies²

Help making sure your portfolio is tax-efficient

Working alongside your tax preparer or CPA

Life Transition Strategies

Job change

Coping with Illness


Birth of a child


Death of a loved one

Sudden inheritance


Retirement planning

Retirement income strategies

Cash flow and budgeting

Retirement plan distributions

Social security claiming strategies

IRA rollovers and conversions*

Healthcare expense planning


Risk/Insurance Planning³

Life insurance needs analysis

Long-term care strategies

Medicare options

Immediate and deferred annuities


Estate Planning Strategies⁴

Management plan for incapacity/disability

Wealth preservation and transition strategies

Trust and tax-efficient investment strategies

Legacy strategies to control wealth transfers

Family wealth planning with next generation

 Education planning

Education savings strategies

Invest for children or grandchildren

Identify appropriate tax-efficient investments

     Charitable and Community Giving

Charitable planning

Strategies to instill philanthropic values in the next generation


¹ Fees for the PIM program include advisory services, performance measurement, transaction costs, custody services and trading. The Fees do not cover the charges and expenses of any Mutual Funds that may be purchased within the program and customary brokerage charges may apply to non-program assets.  Fees are based on the assets in the account and are assessed quarterly. Fee-based accounts are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. During periods of lower trading activity, your costs might be lower if our compensation were based on commissions.  Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a description of our services and information on all fees and expenses. The minimum account size for this program is $50,000.
² Martin Wealth Management, Inc. and Wells Fargo Advisors Financial Network are not tax or legal advisors. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
³Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
⁴ Working with estate-planning and trust specialists available through Wells Fargo and its affiliates to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.
*Please keep in mind that rolling over your qualified employer sponsored retirement plan (QRP) assets to an IRA is just one option. Each option has advantages and disadvantages, and the one that is best depends on your individual circumstances. You should consider features such as investment options, fees and expenses and services offered. Investing and maintaining assets in an IRA will generally involve higher costs than those associated with a QRP. We recommend you consult with your plan administrator before making any decisions regarding your retirement assets.