Business Details
Trusted Wealth Management Services in Santa Fe, NM
At Crossed Pines Wealth Management, we operate under the principles of integrity and client-first service, prioritizing individualized financial strategies tailored to each client's unique goals. Our team combines deep market expertise with a collaborative approach to deliver comprehensive wealth management solutions, including financial, retirement, and estate planning. Founded by Certified Financial Planner Tom Martin, our firm leverages decades of experience in financial services to create dynamic, adaptable plans that evolve with clients' changing life circumstances and economic landscapes.We maintain transparency through clear communication and partner with clients to ensure their financial decisions align with personal priorities, providing confidence in navigating complex financial milestones.
Services
Financial Planning
Retirement Planning
Estate Planning
Highlights and features
- Client-centric approach prioritizing individual financial goals
- Certified professionals with decades of industry experience
- Customized plans adapting to life's changing circumstances
- Transparent communication throughout financial planning process
- Collaborative partnership with legal and tax professionals
Associations and certifications
- FINRA
- SIPC
Services
Financial Planning
Our financial planning service creates personalized roadmaps to achieve monetary goals through comprehensive analysis of current assets, future objectives, and risk tolerance. We develop adaptable strategies that evolve with life changes while maintaining focus on long-term wealth growth and preservation. Clients receive ongoing support to adjust plans as economic conditions and personal circumstances shift.
Retirement Planning
Specialized retirement planning helps clients build sustainable income streams through strategic investment allocation and tax-efficient withdrawal methods. We analyze pension options, Social Security benefits, and personal savings to create customized retirement timelines. Our approach ensures financial security while accounting for healthcare costs and longevity considerations in post-career life.
Estate Planning
Estate planning services coordinate asset distribution through wills, trusts, and beneficiary designations while minimizing tax liabilities. We collaborate with legal professionals to ensure proper documentation for healthcare directives and power of attorney arrangements. Our process safeguards clients' wishes for asset transfer while protecting beneficiaries' financial futures through comprehensive wealth preservation strategies.
People
Tom Martin
Founder & Financial Advisor
Certified Financial Planner with 25+ years in wealth management. Former technology executive turned financial advisor, combining analytical expertise with personalized service. Specializes in creating adaptive financial strategies for life transitions.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering investment strategy, retirement preparation, and estate planning. Each plan adapts to changing life circumstances and economic conditions.
Are you affiliated with any regulatory organizations?
We operate as a branch office of Brighton Securities Corp., a FINRA/SIPC member firm, ensuring compliance with industry regulations and client protection standards.
How do you handle investment portfolio management?
We create customized portfolios based on individual risk tolerance and financial goals, using diversified investment strategies that evolve with market conditions and client needs.
What retirement planning options exist for self-employed individuals?
We specialize in retirement solutions for self-employed clients, including SEP IRAs, Solo 401(k)s, and tax-efficient withdrawal strategies tailored to variable income streams.
How does estate planning work with existing legal counsel?
We collaborate with your current attorneys to ensure proper asset inventory, beneficiary designations, and tax-efficient transfer strategies while maintaining your legal documentation.
