With 15 years working in wealth management in New York City, spending most of my time with JPMorgan Private Bank and Wealth Management. I decided to go out on my own to best serve clients while partnering with Expressive Wealth and leveraging their team and resources.
Working with me my goals are clear – to give you clarity, confidence and a customized strategy for your streamline your wealth. Working with driven clients who are looking to take their wealth and careers to the next level, I have experience working with clients from a rising star starting out to executives and founders in New York City.
In this partnership, I can promise clarity and transparency at every stage. By offering modern wealth solutions and access to trusted partners I work to simplify your life and streamline processes. A consistent approach designed to help you reach the next level.
Kaitlin Martinez, CFP®
Wealth Advisor
Kaitlin Martinez, CFP®
Wealth Advisor
With 15 years working in wealth management in New York City, spending most of my time with JPMorgan Private Bank and Wealth Management. I decided to go out on my own to best serve clients while partnering with Expressive Wealth and leveraging their team and resources.
Working with me my goals are clear – to give you clarity, confidence and a customized strategy for your streamline your wealth. Working with driven clients who are looking to take their wealth and careers to the next level, I have experience working with clients from a rising star starting out to executives and founders in New York City.
In this partnership, I can promise clarity and transparency at every stage. By offering modern wealth solutions and access to trusted partners I work to simplify your life and streamline processes. A consistent approach designed to help you reach the next level.
How I work with you
1. Initial Meeting
Getting to know you, your situation and your priorities
2. Deep Dive
Review your situation and present a custom proposal
3. Ongoing Communication
Consistent communication is key:
- Weekly & Monthly – market update, tax law and upcoming reminders throughout the year
- Quarterly or Semi-Annual Reviews – review accounts and track progress
- Annual Deep Dive – Review priorities, track progress and update goals
Personalized Guidance
Every proposal is tailored to your goals, values and lifestyle
Wealth Navigation
From investments, tax optimization, legacy planning, career navigation (compensation and benefit analysis) and outsourcing tasks through our family office network
Trusted Partnership
I serve as your sounding board and advocate helping you make informed decisions throughout your wealth journey
Proactive Communication
Regular updates on markets and your personalized plan so you know where you stand
Articles by Kaitlin Martinez
Big Beautiful Bill Overview
PRO BUSINES & INVESTORS SALT Deductions Increased from 10k-40k phasing out for individuals making 250k or more Estate Exemption Increased to 15mm per person adjusted for inflation QSBS - Qualified Small Business Tax Tax shelter up from 10mm to 15mm Gross asset...
Single Stock Exposure—How Much is Too Much?
With the equity markets continuing to rise, we are seeing more and more individual names soar quicker than ever. This is causing net worths to skyrocket while potentially leaving portfolios imbalanced. Throughout my years working with clients, I have seen individuals...
Equity Compensation – How does it Affect your Wealth Strategy?
Whether you are c-suite executive or high performing employee working in tech, finance, media or healthcare chances are a portion of your total compensation is not only cash but in some form of equity.More and more companies are incorporating equity into compensation...