Martin Wealth Management brings family resources to managing investment portfolios

by Judy Horst on May 9, 2012

For the past four or five years, just about everyone has followed the ups and downs of the economy, hoping to maintain investment strategies to benefit their family’s future — whether for retirement or for their children’s or grandchildren’s college educations.

These have been unusual times, even for Silicon Valley families. Martin Wealth Management, Inc. has been monitoring the market and economy in order to help their clients identify opportunities during market advances while attempting to limit their risk during market declines.

The Menlo Park firm assists high net worth individuals and families with building, managing, preserving, and transitioning their wealth.  “As an independent boutique practice, we provide the attention and objective advice clients deserve,” said Bill Martin, CEO of the practice. “We treat clients with the same care and concern as if they were members of our family.”

Martin Wealth Management is itself a family business, combining the acumen and talents of Bill, a financial advisor for over 30 years, his wife Patricia, the practice’s CFO, and daughter Laura (pictured right), a UC Berkeley grad with two degrees and a Masters from Columbia University.

“When colleagues are also family, you have a tremendous amount of trust and confidence — that’s the upside,” said Bill. “You can count on them, they’re not going away.

“Of course, the downside is you can’t fire them!” he added with a smile.

The investment firm is housed in one of Menlo Park’s most distinct buildings, a two-story prairie style house located across from the Menlo Park train station, which just happens to be the oldest building in town.

“We were looking for an office complex to purchase somewhere in Menlo Park or Palo Alto,” recalled Bill. “There wasn’t much on the market, and we heard about this space, which we purchased through a private transaction.

“Most of our clients who come here get a sense of it being a relaxed, friendly environment. It’s far removed from the standard cement and steel office building. And, when you’re dealing with investments and the ups and down of the market, it’s good to have a place that’s comfortable, not stressful.”

Professional service at Martin Wealth Management, Inc. places ae high value on continually educating its clients — individually and in seminars.  “We want our clients to understand and learn more about various investment topics through seminars that we hold at our office,” said Laura. “Our goal is to help our clients become their own advocates as they navigate today’s financial markets.”

The firm’s next workshop, “Preparing for Better Days,” is scheduled for May 23. For more information or to request an invitation, call (650) 289-0980.

Photo by Scott R. Kline

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