A complete list of active advisors currently associated with Martinsen Wealth Management
Warmer can help you find a great advisor at Martinsen Wealth Management or one who fits your needs even better.
Martinsen Wealth Management is a registered investment adviser that provides financial planning, portfolio management, model-portfolio selection, and related advisory services to individuals, retirement plans, trusts, estates, corporations and other entities. The firm also offers fee-based estate-planning coordination, credit and identity monitoring, and Medicare-related assistance in addition to its investment services. MWM manages most client accounts on a discretionary, wrap-fee basis and implements either firm-managed models or third‑party models and managers; the brochure discloses use of AE Wealth Management for billing, trading and access to model portfolios. Investment approaches described include direct and strategic indexing (with tax-loss harvesting considerations), options overlays, tactical and style‑based allocations, and individualized client profiling that permits reasonable client restrictions. The brochure highlights a number of features that distinguish MWM from many peers: its financial professionals are licensed insurance agents who the firm estimates spend roughly half of their time on insurance sales and services, the firm works with an insurance marketing organization (Advisors Excel), and it discloses an affiliated tax-preparation business (M50 Tax Pros, LLC). The firm also emphasizes that most advisory accounts participate in its wrap-fee program and calls out separate paid offerings — educational seminars and other non-investment products — and discloses these relationships and related conflicts for clients’ consideration.
To learn more about the advisors currently working at Martinsen Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Martinsen Wealth Management's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Tempe, AZ
| 1
| |
Grand Prairie, TX
| 0
| |
Tempe, AZ
| 21
| |
Tempe, AZ
| 3
| |
Tempe, AZ
| 17
| |
Tempe, AZ
| 11
| |
Tempe, AZ
| 10
|
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