101 Federal St #800
Boston, MA 02110
Juggling business, personal, and family life isn‘t always easy. I strive to educate my clients about how their personal, business, and estate plans all interact with one another.I help business owners make wellinformed financial decisions to achieve their financial goals, preserve family wealth, build business equity and manage their legacy. Even though my approach to wealth management is extremely comprehensive in nature, my unique process and unified approach simplifies the complexity of modern day wealth management.
Leveraging the collective knowledge of the Commonwealth Financial Group team, I will ensure that all stakeholders are on the same page and working toward the same goals. Whether your goals include preparing for milestones like transitioning your business to the next generation, selling to a buyer, or just being able to be financially independent, I promise you the highest level of attention, insight, and capability.
From her roots in the family business to today and her own financial planning business, Martha’s enthusiasm for business grows from a love of ideas, tech, and entrepreneurial spirit. When she isn’t helping people achieve their personal and business financial goals you will most likely find her on the golf course. She calls the South Coast of Massachusetts home and loves its beaches and beauty.
Contact me today to get started on your plan, because as the famous saying goes:
“A goal without a plan is just a wish.” – Antoine de Saint-Exupery
- Insurance Strategies
- Business Owners
- Retirement Strategies
- Business Succession Planning
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Martha’s Licenses and Disclosures