Peter Dewitt Martin

Smart financial decisions start here. Whether you’re planning, investing, or securing your future, I’m here to guide you every step of the way. Let’s build a stronger financial future together.

Portfolio

Management

A well-managed portfolio is the backbone of financial success. My approach to portfolio management is centered on diversification, risk assessment, and strategic asset allocation, ensuring your investments align with your financial goals and risk tolerance. By actively monitoring market trends and economic shifts, I help clients optimize returns while mitigating risks—giving you confidence that your wealth is growing with purpose.

Whether you’re a conservative investor focused on capital preservation or a growth-oriented investor seeking higher returns, I develop customized investment strategies designed to adapt to market changes while keeping your long-term objectives in sight.

Retirement

Planning

Retirement is a major life transition that requires thoughtful planning and informed decision-making to ensure long-term financial security and peace of mind. With a personalized, disciplined approach, I help clients navigate the complexities of retirement, developing tailored strategies that align with their unique goals, lifestyle aspirations, and income needs. My approach integrates investment management, tax-efficient strategies, and legacy planning, ensuring that your wealth is not only preserved but continues to grow throughout your retirement years.

A well-structured retirement plan begins with a deep understanding of your financial position and long-term objectives. By evaluating income sources, projected expenses, and market conditions, I create a strategy designed to provide a sustainable and reliable income stream, while protecting against inflation, market volatility, and longevity risk.

Whether you are just beginning to plan, approaching retirement, or already enjoying your golden years, my goal is to provide clarity, confidence, and financial stability so you can focus on living the life you’ve worked so hard to achieve, free from financial uncertainty.

Tax Efficient

Investing

Building wealth is only part of the equation—keeping more of it is just as important. Tax-efficient investing ensures that your portfolio is structured to minimize tax liabilities and maximize after-tax returns, allowing your money to work smarter for you. By implementing strategic tax planning, I help clients reduce unnecessary tax exposure while maintaining a well-diversified, growth-focused investment approach.

A tax-efficient portfolio goes beyond picking the right investments. It requires thoughtful asset placement across various account types. By utilizing tax-deferred accounts (401(k)s, IRAs), tax-exempt accounts (Roth IRAs, HSAs), and taxable brokerage accounts, I create strategies that balance growth potential with tax savings. Additionally, I incorporate tax-loss harvesting, capital gains management, and optimized withdrawal sequencing to ensure that every financial move is as efficient as possible.

With the right tax-conscious investment approach, you can grow and preserve your wealth more effectively, keeping more of what you earn to secure a stronger financial future.

About Me

With over 17 years of experience in the financial sector, I have consistently delivered exceptional results while acquiring in-depth industry knowledge. My strong background in financial services includes working with prestigious firms, where I honed my expertise in investment advisory, wealth management, and strategic financial planning.

As a seasoned investment advisor and broker, I have developed a comprehensive approach to helping clients navigate the complexities of financial markets. My ability to craft personalized, results-driven financial strategies stems from years of experience managing diverse client portfolios and optimizing investment opportunities.

Holding a FINRA registration and 28 state licenses, I am well-equipped to navigate the intricate regulatory landscape, ensuring compliance while providing sound, data-driven financial guidance. My track record reflects a commitment to excellence, with a proven ability to enhance portfolio performance, mitigate risk, and deliver top-tier financial solutions tailored to each client’s unique goals.

What My Clients Say

“Working with Peter has been one of the best financial decisions I’ve ever made. As I approached retirement, I was unsure if I had saved enough or if my investments were properly structured. Peter created a clear, personalized plan that gave me the confidence to retire comfortably. Thanks to his expertise, I now have a secure and tax-efficient income stream that allows me to enjoy retirement stress-free.”

Robert Hayes - Retired Engineer

“I was looking for a financial advisor who truly understood my long-term goals and risk tolerance. Peter took the time to craft a diversified portfolio that not only protects my assets but also generates strong, steady growth. His strategic approach to risk management has given me peace of mind, knowing my financial future is in capable hands.”

Sarah C. - Small Business Owner

“I initially reached out to Peter for investment advice, but I quickly realized he offers so much more. From tax-efficient investing to estate planning and insurance solutions, he has helped me structure my finances in a way that maximizes growth and minimizes unnecessary costs. His professionalism and dedication to his clients are unmatched”

Michael R. - Senior Executive

Get In Touch

Schedule an introductory consultation and discuss your financial goals. Submit your inquiry using the form below, and I will personally respond within 24–48 hours to arrange a time that works for you.