Financial advice that puts you first — always.
J. Martin Wealth Management is an East Valley financial advisory firm serving retirees and pre-retirees across Chandler, Gilbert, Maricopa, and Gold Canyon, AZ. Led by Jeff Martin, our team provides retirement income planning, Roth conversion strategy, Social Security optimization, and tax-efficient investment guidance, all delivered with a fiduciary responsibility to put your interests first.
1166 E Warner Rd suite 101, Gilbert, AZ 85296, USA
Not sure if your retirement plan is on track? J. Martin Wealth Management offers a complimentary portfolio review for retirees and pre-retirees in the East Valley of Phoenix, AZ. We'll take a look at your current investments, retirement income strategy, Social Security timing, and tax efficiency — then walk you through what we see, at no cost and no obligation. Call (480) 630-6177 or visit jmartinwm.com to schedule yours today.
Derek Jacobs
Just had an invaluable and detailed conversation with Mr. Martin, regarding IRA and Roth conversions, social security benefits / timing, and tax bracket minimization strategies. In aggregate, I could not be more impressed with Mr. Martin's knowledge and genuine attention to our specific situation. Highly recommend Jeff Martin to ALL. Derek
