Investment Planning

Martin/Wight representatives offer access to a wide array of financial products to help you manage risks associated with taxes, inflation, market fluctuation, and varying economic conditions. Our objective is to provide strategies with the goal of helping you address your financial needs on a consistent basis. Our strategy is to allocate assets* and to recommend products based on an understanding of your objectives, priorities and risk tolerance. Products and services include:

  • Brokerage Accounts
  • Unit Investment Trusts
  • Mutual Funds
  • Portfolio Management Services
  • Annuities
  • Direct Participation Programs

*Asset allocation does not guarantee a profit or protect against loss in declining markets. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio or that diversification among asset classes will reduce risk.