Shalina Martos
Martos Wealth Management LLC
Bellevue, WA 98006
Financial decisions rarely happen in isolation. Retirement timing can affect healthcare. Healthcare can affect taxes and retirement income. Social Security, investments, estate planning, and other decisions can influence the choices available to you later. At Martos Wealth, we look at the whole picture. I work with individuals and couples preparing for retirement, navigating life transitions, and making important decisions about the next chapter of their lives. That can include retirement income planning, investments, taxes, Social Security, Medicare and healthcare planning, estate planning, inheritance, long-term care, and other financial decisions that need to work together. Just as important, I believe everyone affected by the financial plan deserves a voice in the conversation. Growing up in a family of nine taught me early that everyone wants to be heard. I bring that same philosophy to the families I work with today. My role isn't simply to manage investments. It's to get to know the people I'm advising, understand what matters to them, and help them make thoughtful financial decisions around the life they actually want to live. Martos Wealth is a fee-only fiduciary firm. Our advice is built around our clients, not products or commissions.
How Shalina charges
1%
$11,500 Individuals / $13,500 Couples (Annually)
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This advisor has been verified as a fiduciary and is legally obligated to act in your best interest. They do not sell commissionable products and their recommendations are based solely on what is best for you.