Welcome
Life is an interesting and beautiful journey for each individual person and family. Some find their paths through well laid out plans, while others rely on fate or faith to guide them. Regardless of your path, money can either be a help or a hindrance depending on how it is treated. At Martorello Money Management (MMM, we believe that money should be accumulated and used to help achieve your goals and dreams. Too often, people focus on asset accumulation and investment for the sole purpose of making more money, an empty approach to keeping life's score by how much one owns. We strive to emerge beyond the industry standard, seeking higher levels of understanding and alignment to our client's objectives.
MMM was founded in early 2004, launching what has become a fantastic journey in helping others to achieve their life's objectives and financial goals. As a husband and wife run business, we have always strived to provide a very customized and high-touch service. In late 2007, we partnered with Andy Seth to found LotusGroup Advisors, LLC (LGA) as a way to continue servicing our growing clientele and their families. At LGA, new clients leverage a team of highly trained Advisors, while accessing MMM's investment strategy and portfolio management execution.
Traditionally, the types of wealth management services that we provide have only been available to the multi-millionaire investors, leaving few good options for everyone else. While we service high net worth clientele, we also enjoy our work with younger individuals and families to get started down the right path much earlier in their lives. Specifically at our sister company LGA (www.lgadvisors.com), we have been able to provide this opportunity to our "Emerging" portfolio clients, by improving our operational efficiency levels relative to industry standards. While many other firms are working off of paper/fax machines/phone calls, we are working on computers/scanners/emails. Rather than manually entering data and calling in trades, we have implemented technologies that automate these processes while reducing errors. Furthermore, we manage entire portfolios, to include a client's 401Ks, 529s, annuities, and life insurance, areas that traditionally have been too inefficient to be managed for "smaller" clients, as defined by the industry.
Ultimately, our aim is to thrill you as a client, and we never stop working to do so. We thank our current clients for continuing to place their trust and confidence in our services. For those of you visiting with us today, we look forward to understanding your situation, helping you achieve your dreams, and thrilling you along the way.
Warm Regards,
Raphael & Megan Martorello
NEW CLIENTS
We are now accepting new clients through our sister company LotusGroup Advisors, LLC. To visit LGA's website, please click on the following link: www.lgadvisors.com