Registered Investment Advisor
About Martin Wealth Management
Martin Wealth Management was founded on the belief that people should use their money to create a fulfilling life – rather than using their life just to create money. Financial Life Planning from Martin Wealth Management begins with this assumption and focuses on your values and dreams. We utilize concepts and processes developed by George Kinder – known as the “Father of Financial Life Planning.”
A member of the Alliance of Cambridge Advisors
Martin Wealth Management is Registered as an Investment Advisor in the State of Colorado. Steve Martin is Registered as an Investment Advisor Representative in the State of Colorado.
Financial Life planning is a discovery process that focuses on who the client is instead of just on what they have. It is a model where advisors can demonstrate to clients how every aspect of their lives has an impact on their wealth-building or wealth-protecting process.
Our primary services are:
Comprehensive Financial Life Planning
Philanthropy & Legacy Planning
We also offer:
Budgeting & Cash Flow Assistance
Education / College Planning
Family Wealth Planning (VLTFP)
Retirement Planning
401K / 403B Consulting
Divorce Financial Planning
Benefits Reviews
Portfolio Reviews
Comprehensive Financial Life Planning
Alzheimer's
VLTFP
Generational Dynamics
Charitable Giving
Values Transfer
Youth Education
Martin Wealth Management is a values-based financial planning firm. We follow a 5-step process developed by George Kinder of the Kinder Institute which includes exploration, vision setting, identification of obstacles and implementation assistance. Educating the client and active client participation are essential parts of the process every step of the way.
Registered Investment Advisor Representative for Martin Wealth Management (a Registered Investment Advisor)
MBA – Smeal College of Business (The Pennsylvania State University - emphasis in Quantitative Analysis)
Member of the FPA (Financial Planning Association
Graduate of George Kinder Seven Stages of Money Maturity Program
Student of the College for Financial Planning Certified Financial Planner (CFP) Program
Member – Nazrudin Project – a "think-tank" group devoted to understanding the human and spiritual aspects of money and personal finance.
Licensed Investment Advisor Representative (Series 65 Exam)
To always act in your best interest.
To work with you to develop and implement a plan that will allow you to optimize your assets to live the life you desire.
To help you “Lead a Full Life and Leave a Legacy.”
To give a percentage of all profits received to local charity.
To adhere stringently to the FPA Code of Ethics
”A
good plan is like a road map: it shows
the final destination and usually the best way to get there."
H. Stanley Judd
Investor Center
About Martin Wealth Management
Client Center
Contact Us
Steve Martin
steve.martin@mwm3.com
970-443-1873
Martin Wealth Management is Registered as an Investment Advisor
in the State of Colorado. Steve Martin is Registered as an Investment
Advisor Representative in the State of Colorado.