Generational planning to carry on core values

Welcome to the Martin Wealth Management Group

We take great pride in putting our clients first. Our dedication to clients goes beyond investments - helping them manage their lives, families and charitable endeavors. Our team is prepared to carry on the core values all of our clients have become accustomed to for future generations.

Turn your financial goals into reality

We help create financial security and peace of mind for individuals, families and businesses by providing a high level of service that meets and often exceeds their expectations. Investors benefit from our customized approach to wealth management because it helps address their current financial needs and achieve their long-term financial goals. We also work closely with our clients’ tax and legal advisors to coordinate the most efficient and effective means for turning financial goals and dreams into reality. Please contact us today to discuss how we can be of service to you.

Proud to work with nationally recognized teammates

At the Martin Wealth Management Group, we are very proud that Financial Advisors Wade Martin and Brett Scharf have received various awards. It’s an honor to have teammates that are nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Wade and Brett!

Wade Martin

  • Forbes Best-in-State Wealth Advisor - 2023, 2024

Brett Scharf

  • Forbes Best-in-State Nex Gen - 2024

We are proud to be recognized by Forbes as a Best-in-State Wealth Management Team in 2024.

Meet the team

Martin Wealth Management Group

Learn more about The Martin Wealth Management Team.

Latest Insights

The White House

Pondering a U.S. policy potpourri

How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?

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