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Ray Martin, President
"Each client is unique. It is only by having a full understanding of their priorities and goals that I can help. No cookie-cutter approach would work with today's retirees."
What is a Fiduciary?
Martin Wealth Management, LLC
Martin Wealth Management is a financial services firm that serves a selected group of clients from middle to high net worth. Our focus is on coaching clients instead of selling investment products. As a result, clients learn how to effectively and prudently invest and manager their money instead of following the industry lies that foster gambling and speculating without the need to stock-pick, mutual-fund pick, market time or invest based on a money manager's past track record. Our investing philosophy is based on more than 50 years of academic research and is based on data, not hunches or the opinions of gurus.
Martin Wealth Management was founded by Raymond T. Martin in 2008 and is a Registered Investment Adviser, registered with the Office of the Commissioner of Financial Institutions of California. You can find information on Martin Wealth Management by viewing our company brochures, ADV 2a and ADV 2b.
Martin Wealth Management assets are managed by Matson Money Inc., a SEC registered investment adviser that shares the Martin Wealth investment philosophy and that manages more than $8 Billion in assets (as of 12/31/18). You can find more information on Matson Money Inc. at www.MatsonMoney.com and www.markmatson.tv.
Contact us at Ray@WeRetireSmart.com or call us at 800-464-4941 to schedule a time to discuss your financial situation and the potential role our Investor Coaching can play in your overall retirement planning.