Martinsen Wealth Management of Tempe

Martinsen Wealth Management of Tempe is a Financial Planner in Tempe, AZ. The firm focuses on holistic retirement planning, helping clients manage wealth and assets to pursue specific life goals. Their signature approach, the 5W Retirement Blueprint, addresses five critical areas of financial security: investment planning, income planning, tax planning, healthcare, and estate planning. The firm emphasizes personalized guidance, with a team that collaborates to create and execute plans based on unique client needs. They hold a 5.00 rating based on customer reviews.

The team includes Lane Martinsen, who serves as CEO and holds credentials such as ChFC, RICP, CLTC, NSSA, and Certified Financial Fiduciary. Other key professionals include Ken Holmes, Vice President; Jeremy Vaught, Chief Compliance Officer and Director of Investments; Nathan Faerber, Financial Planner; Ethan Bell, Director of Client Services; Mark Goaslind, Financial Planner; and Kevin Bonn, Financial Planner. The firm’s philosophy centers on acting as advocates rather than just advisors, walking alongside clients to help them reach their full retirement stride. They view retirement as a transition rather than a single event, aiming to sort through the complexity of income, investment, tax, healthcare, and estate planning goals. Their process involves analyzing portfolios to minimize fees and manage volatility, maximizing Social Security benefits, and developing strategies to reduce tax liabilities while leveraging qualified funds.

The office is located at 7855 S River Pkwy #201. It sits on S River Pkwy, near East Elliot Road and North Price Road, which are about a quarter of a mile away. The site is also close to Godia Bay, a local lake, and the Price Freeway, which is about half a mile away.

Martinsen Wealth Management of Tempe is known for its collaborative team approach and its specific 5W Retirement Blueprint methodology. The firm holds a perfect 5.00 rating from the customers who have reviewed it, reflecting a positive experience with their financial planning services in the Tempe area.