Real Talk. Real Goals. Real Growth.
Financial Freedom – Fueled by Your Values, Guided with Heart
It’s Common For Purpose-Driven, High-Net-Worth Women Who Want To Approach Investing Differently To Grow Frustrated With The “Options” Their Advisors Offer.
We hear over and over from women that, while they want to grow their wealth, they also want to feel good about what their investments are supporting. Despite what many want you to believe, these aren’t contradictory motivations – it’s why we started Martos Wealth. We research all investment options on the granular level, digging into every detail and providing continuous education, so you can make confident decisions that align your values and goals.
Comprehensive Wealth Management
The accessibility and attention of a small business. The capabilities of a major financial institution.
Clients often feel stuck between choosing the range of services, depth of resources and coverage of a large financial firm and the more personal, focused attention they’ll get from a small one. This is compounded for women who already face the challenge of navigating an industry that often leaves them feeling unheard. Martos Wealth has carefully crafted a business model that emphasizes the high-trust investor-advisor relationship women deserve – backed by the wide range of capabilities and investment strategies of a large institution.
Topics We Can Cover
Investment management
Tax-efficient, custom impact investment strategies that align your money and values
Retirement planning
Aligning your assets, taxes and risk tolerance with your time frame and goals
Tax strategy
Leveraging direct indexing and granular tax-loss harvesting to drive significant incremental savings and increase your net worth
Cash flow planning
Optimizing your portfolio for predictable cash flow to maintain the lifestyle you want
Healthcare planning
Data-driven healthcare assessments to help you choose the most beneficial, cost-effective plan every year
Estate planning
Growing and protecting your assets for those you want to take care of
Charitable planning
Research, education and strategy to help you support the causes you’re passionate about
Insurance planning
Protecting your loved ones and your portfolio against unexpected costs and losses
Education planning
Strategies and options for covering the cost of college
Discretionary Investment Management
Typically, as the women we work with are very busy, some prefer to have their investments, including bond portfolios, managed on a discretionary basis. This enables them to step back from day-to-day investing and lean into our expertise, so they can fully focus on their careers, families and passions. We develop a custom investment policy statement for each client, which is informed by their comprehensive wealth management plan and feeds their specific cash flow needs, impact investing strategy and retirement goals.
We Don’t Greenwash Anything
For companies that issue mutual funds and exchange-traded funds (ETFs), the Environmental, Social, and Governance (ESG) labels are often misused to promote their brands and don’t always equate to sustainability. Currently, there is no standardized industry metric for evaluating ESG scores, which makes it very difficult to compare them. We work diligently to put the most accurate data available in your hands, data that is specific to your goals, so you can make the right decision for you.
Healthcare Is a Major Expense –
It Should be Part of Your Financial Plan
We all get the annual obligatory message from our healthcare providers: If you don’t want to change your plan, you don’t have to do anything.
And because we’re busy – and those things are complicated – we usually don’t. But healthcare plans can change a lot from year to year, which can leave you without the coverage you need or simply paying too much – or both. As essential as healthcare is to all of us, especially as we age or the needs of our families change, it’s critical that your health plan is fully integrated into your comprehensive wealth management plan. We’ve made it a big part of our mission at Martos Wealth to ensure the women we work with have the information they need to make confident decisions about their plans every year. And this isn’t the gobbledygook in a typical healthcare provider package that makes your head spin. The experts we work with provide a highly detailed cost analysis for each client’s unique situation – delivering clear, reliable data that simplifies plan comparisons, allowing you to see where you could both save and get better coverage with other options. Should your current health plan remain the optimal choice, you can be confident in your decision, knowing you have all the relevant information.
Healthcare Is a Major Expense –
It Should be Part of Your Financial Plan
We all get the annual obligatory message from our healthcare providers: If you don’t want to change your plan, you don’t have to do anything.
And because we’re busy – and those things are complicated – we usually don’t. But healthcare plans can change a lot from year to year, which can leave you without the coverage you need or simply paying too much – or both. As essential as healthcare is to all of us, especially as we age or the needs of our families change, it’s critical that your health plan is fully integrated into your comprehensive wealth management plan. We’ve made it a big part of our mission at Martos Wealth to ensure the women we work with have the information they need to make confident decisions about their plans every year. And this isn’t the gobbledygook in a typical healthcare provider package that makes your head spin. The experts we work with provide a highly detailed cost analysis for each client’s unique situation – delivering clear, reliable data that simplifies plan comparisons, allowing you to see where you could both save and get better coverage with other options. Should your current health plan remain the optimal choice, you can be confident in your decision, knowing you have all the relevant information.
Discover the Pathway to your Financial Success
Discover the Pathway to your Financial Success
Pricing Structure
- INDIVIDUAL
- $11,500 annually, flat fee
- JOINT
- $13,500 annually, flat fee
That's it.
There will be no other direct charges from Martos Wealth.
MWM charges a maximum fee of 1.00% of assets under management, not to exceed $11,500 for individuals and $13,500 for couples.
Industry average AUM fees
How Do Our Fees Compare with Other Advisors?
Traditional money managers are trained to avoid discussing how much money they’re charging you. Compare the true costs of those AUM fees to Martos Wealth’s flat fees.
Investable Assets | $2,000,000 | $5,000,000 | $10,000,000 | $20,000,000 |
|---|---|---|---|---|
What you pay (%) | 0.91% | 0.84% | 0.69% | 0.65% |
What you pay ($) | $18,200 | $42,000 | $69,000 | $130,000 |
Real Financial Benefits For You
Enter your details to see how much incremental wealth Martos Wealth could create for you:
Martos Wealth's Difference
$1,966,041
*Chart shows the impact of fees over a 30 year period. Assumes no contributions or distributions. AUM fees are industry average, ranging from 1.02% to .65%. Martos Wealth Management fee is inflated at 3% annually for illustrative purposes only. The use of an annualized return is in no way indicative of an actual return realized by a client. No guarantee of a return is implied or intended. All investing involves risk. Data available upon request.
