J. Martin Wealth Management

Focusing as an educator on 401(k) rollover decisions, helps people like you understand their options as you transition into a new career or retirement. Each person's situation is unique and generally, if you have separated from a company, your 401(k) should not be there either. I help educate and inform retirees and pre-retirees, on creating awareness around their nest egg and provide them with viable investment options for a successful retirement. Our philosophy is to take a highly personalized approach to provide investment advice. We educate, and in turn, empower our clients to make confident, knowledgeable decisions for the success of their financial future. Our mission is to protect and preserve our client’s assets across all market cycles with a focus on your risk tolerance and comfort level. We will work with you to create a customized and personal approach that meets your long-term financial goals while avoiding unnecessary loss or taxes. Your wealth, now and into the future, is our number one priority. At J. Martin Wealth Management, we guide our clients to prepare for their retirement and oversee their success while in retirement. We utilize a variety of investment strategies that ensure a low risk and low volatility retirement portfolio, as well as planning strategies in income, tax, and estate planning. J. Martin Wealth Management provides financial services and investment management. Specializing in retirement planning, preservation, and distribution strategies. Help with Social Security and 401k rollovers, lifetime income solutions. Office located in Chandler, AZ. Investment advisory services are offered through Wealth Watch Advisors, an SEC-registered investment advisor. Wealth Watch Advisors and J. Martin Wealth Management, LLC are independent of one another.