Services
Martorello Money Management is accepting new clients through our sister company LotusGroup Advisors (www.lgadvisors.com). Together, we have combined to offer a wide range of wealth management services that are focused in the following areas:
General Services
- Goal-development & tracking
- Investment product guidance
- Account setup & administration
- Portfolio management
- Ongoing behavioral and financial advice
Financial Planning
- Spending Plans
- Auto-savings plans
- Financial Plans / Goal Trackers
- Education Expense Plans
- Contingency Plans In the Case of Death, Disability, or Divorce
Wealth Protection
- Use of a diversified investment strategy that is actively managed
- Targeted portfolio rebalancing to ensure appropriate portfolio allocations
- Ultra Conservative to Moderate Investment Profiles to ensure less volatility
Wealth Enhancement
- Use of an active, tactical asset allocation model to improve odds of long-term growth
- Inclusion of a broad spectrum of asset classes to evaluate for best growth probabilities
- Moderate to Aggressive Investment Profiles to seek higher returns
Wealth Transfer
- Guidance on Estate Plans, including various types of Trusts
- Management of Trust assets
- Tax optimizing strategies
Charitable Giving
- Charitable Remainder Trusts
- Family Foundations
- Community Service and other philanthropic initiatives
- Advice and execution for ongoing financial independence for non-profit organziations
Form ADV - Part II Disclosure Document
This document includes a full description and legal disclosure of our services and relationships. We are compliant with the Financial Regulatory Authority (FINRA), where we keep an updated copy of our ADV on file. Furthermore, we keep clients updated as to any changes we make on an ongoing basis.
Download: Form ADV - Part II