Plan for today, prepare for tomorrow, thrive forever.
Headquartered in Saratoga Springs, NY, Martino Wealth Management Group represents clients from coast to coast. Our firm specializes in private portfolio management, retirement planning, trust and estate coordination and income tax planning. We bring extensive experience, passion and professionalism to every engagement and tailor our strategy to your individual needs and goals.
Contact
➤ LOCATION
Saratoga Springs, NY 12866
☎ CONTACT
rich.martino@lpl.com
(518) 331-7655
Areas of Specialization
Custom portfolio management
We utilize advanced risk management tools and analysis to design and monitor your portfolio.
wealth management
We will review your risk exposures and provide recommendations on any gaps to help you address those dangers.
financial planning
We are with you every step of your financial journey. Our goal is to preserve your assets and see you thrive. We provide you with a detailed summary of your financial goals and a status update on how we’re doing.
estate planning & coordination
We understand the delicate nature of planning for the transfer of wealth within families. We can help you prioritize your objectives and help implement a plan to assure that your loved ones are safe and secure.
retirement income strategy
We are here to listen and create a comprehensive strategy to pursue your retirement goals and address your concerns.
debt management & Advisory
We have extensive experience in all aspects of the banking and lending markets. We can advise you on a debt strategy that can help you feel confident.