The Best ReScreening Company

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(888) 555-5555

My dedication to your life goals.

Kathy Martin is a wealth management advisor committed to developing enduring relationships with her clients. Kathy designs financial plans based upon each client’s individual situation and needs. Her relentless dedication to her clients has lead to numerous accolades including the prestigious “Forbes’ 2021 Best-in-State Wealth Advisors” and “Barron’s Top 1,000 Financial Advisors in 2015” award. Kathy graduated summa cum laude with a Bachelor of Finance from The Wharton School of the University of Pennsylvania. She went on to earn an MBA from the London School of Economics. Kathy is deeply involved in the community, serving on the board of trustees at Metropolitan Museum of Art and several other civic committees. 

The Best ReScreening Company

Our Services

The Best ReScreening Company

Retirement

My team and I work with you to develop a retirement plan and wealth building strategy that includes: IRA plans, 401(K) rollovers, retirement income strategies and annuities.

The Best ReScreening Company

Investing

We guide your wealth and investments through, even the most challenging market conditions, incorporating asset management and traditional and alternative investments.

The Best ReScreening Company

Business Planning

My team helps guide you through key aspects of your business including: ownership, succession planning, liquidity, qualified retirement plans and opportunity planning.

Testimonials

The Best ReScreening Company
The Best ReScreening Company
The Best ReScreening Company
The Best ReScreening Company
The Best ReScreening Company
The Best ReScreening Company

Our Office Hours

Monday

9am to 5pm

Tuesday

9am to 5pm

Wednesday

9am to 5pm

Thursday

9am to 5pm

Friday

9am to 5pm

Saturday

9am to 1pm

Sunday

Closed

Frequently Asked Questions

When you call Kathy Martin’s office, you’ll speak with a member of our highly professional and experienced staff. They’ll schedule you for a free consult with Kathy to discuss your situation.

You won’t be charged a dime until you decide to work with Kathy.

Kathy will discuss a number of things with you in an effort to protect your wealth.

The Kathy Martin Wealth Management team has decades of experience in: retirement planning, estate planning (including developing a plan for the orderly transfer of wealth to your heirs), being more tax-efficient and exploring the addition of fixed income investments to a portfolio.

Not all. Your initial consult is Free.

If you decide to work with Kathy, Kathy will provide you with you with a fee structure based upon the wealth management plan you agree to. 

Absolutely!

Everything that is discussed in our office is confidential. We will not discuss your personal, business or financial situation with anyone without your permission.

The Best ReScreening Company