Albuquerque, NM Holly Ave NE Office
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Madrid Wealth Management
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About
Madrid Wealth Management provides wealth management, investment management, financial planning, retirement plan consulting and management, tax advisory and education services to individuals (including high-net-worth clients) as well as employer plan sponsors, charitable organizations and other institutional clients. The firm operates as a fee-only registered investment adviser and delivers services on both discretionary and non-discretionary bases, offering project-based and ongoing planning engagements and limited-scope consulting work.
The firm’s investment process emphasizes personalized asset-allocation and risk profiling informed by fundamental, technical and cyclical analysis and principles of Modern Portfolio Theory, using a mix of passive and active strategies. MWM implements portfolios through a combination of in-house advice, outside managers and platform partners (including BlackRock strategies and Betterment for Advisors), with ongoing monitoring and periodic reviews; it also provides retirement-plan management and may serve as a Section 3(38) investment manager for ERISA plans.
Two features that distinguish MWM from many peers are its affiliation with accounting firm Eskew & Chelius, PC — through which tax return preparation and tax advisory services are offered under contracted relationships and which creates a disclosed potential conflict of interest — and its regular offering of educational seminars and speaking engagements (virtual or in-person) on financial topics. The firm’s integration of tax services, financial planning, retirement-plan consulting and public education is presented as a coordinated service set that is less common among similarly sized advisers.
Based on Madrid Wealth Management
Expertise
Based on Madrid Wealth Management
Location
9400 Holly Ave NE, Bldg 4
Albuquerque NM 87122
Advisors at this office
2
Advisors at this office
Paul M
CFP®, CFA®
Albuquerque, NM
Madrid Wealth Management
Paul offers dedicated financial planning and investment consulting services. He works closely with individuals and families, employing a holistic approach that integrates wealth management with essential tax and estate planning. For institutions and Native American tribes, Paul serves as an investment consultant, providing assistance with investment policy creation, asset allocation strategies, retirement plan fiduciary oversight, and investment provider reviews. His role encompasses research, analysis, portfolio management, client service, and educational seminars. Paul holds the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designations. He has also earned the Accredited Investment Fiduciary Analyst® (AIFA®) designation through Fi360, signifying expertise in evaluating how well investment fiduciaries meet their duties according to defined standards of care. He is a member of the CFA Institute and the CFA Society of New Mexico. Paul is also committed to his community. He is a lifetime member and 2019 graduate of Leadership New Mexico and a 2016 graduate of Leadership Albuquerque. He has previously served as Board Chair for the UNM Anderson School of Business Foundation and Finance Chair for The Full Life Foundation. Currently, Paul contributes to the Greater Albuquerque Chamber of Commerce as a board member and Chair of the Education Committee. He also serves on the board of Excellent Schools New Mexico and is an investment subcommittee member for the Presbyterian Healthcare Services board.
Bernadine S
Series 65
Albuquerque, NM
Madrid Wealth Management
Bernadine Sanchez is a financial advisor at Madrid Wealth Management with nine years of industry experience. She holds a Series 65 designation and has previously worked at REDW Wealth, Compound Planning, and Madrid Wealth Management. Madrid Wealth Management provides wealth management, financial planning, retirement plan consulting, and tax advisory services to individuals, employer plan sponsors, charitable organizations, and institutional clients. The firm uses a personalized investment approach combining passive and active strategies, and it is affiliated with an accounting firm to offer integrated tax and financial services.
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