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.
When you work with me, my goals are clear – to give you clarity, confidence and a customized strategy to 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
Market Note
Dear Investors & Friends,The summer was fiery for sure, giving us a bit of everything from tech enthusiasm, Fed speeches that pushed the market to new highs and inflation giving us mixed signals about whether it is truly under control or it is hiding amid the...