Tom Martin CFP

At Crossed Pines Wealth Management, we are proud to serve as your trusted financial partner, providing comprehensive wealth management services that cater to your unique financial needs and goals. Our team, led by Tom Martin, CFP, AAMS, is committed to delivering exceptional service, expertise, and personalized attention to every client.

Our Philosophy

At Crossed Pines Wealth Management, we live by the code of the west, meaning we take pride in our work and ride for our clients. We prioritize our clients' success, working collaboratively to understand their priorities and develop strategic plans that align with their goals. Our approach is built on a deep understanding of the financial markets and a commitment to putting our clients' interests first.

Services

We offer a range of comprehensive services designed to meet the diverse financial needs of our clients. Our services include:

Financial Planning

Your unique financial plan is a living, breathing document that evolves with your changing wants and needs. We help you track your progress and adjust your plan as your life evolves. Whether you're planning to save for a new car, repositioning yourself after a major milestone, or simply seeking to create a financial plan, we're here to help.

Retirement Planning

We understand that retirement planning is crucial to securing your financial future. Our strategic retirement plans begin with defining a sound and achievable goal within a specific time frame. We'll guide you in developing a personalized plan tailored to your needs and goals.

Estate Planning

Estate planning is critical to ensuring the secure transfer of your assets to your beneficiaries. We work collaboratively with you and your pre-existing legal counsel to create a customized estate plan, ensuring the accurate inventory of your assets and their transfer to your beneficiaries.

Financial Consulting

From recent college graduates starting their financial journey to clients nearing retirement concerned with protecting their financial future, Crossed Pines Wealth Management offers a broad range of financial consulting and planning services. Our team of experts is dedicated to helping you achieve your financial goals.

About Tom Martin

Tom Martin, founder of Crossed Pines Wealth Management, is a Certified Financial Planner (CFP) and Accredited Asset Management Specialist (AAMS) with extensive experience in building individualized portfolios tailored to each client's unique needs and goals. Tom is committed to providing exceptional service and expertise to every client.

What Sets Us Apart

At Crossed Pines Wealth Management, we pride ourselves on our commitment to our clients. We take pride in our work and ride for our clients, ensuring that their financial goals are met. We're dedicated to delivering personalized attention, expert guidance, and exceptional service.

Get Started

If you're ready to work with a financial firm that puts your success ahead of its own, we invite you to partner with us. Contact us today to learn more about our services and how we can help you achieve your financial goals. Call our Santa Fe office at 505.465.4000 or visit our website to schedule a consultation.