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Wendy Martinez

Here to act in your best interests

About me

I chose to be a financial planner because I’m passionate about helping my clients work through their financial challenges to build a secure future for themselves and their families. Away from work, I’m often hiking in the mountains with my husband and son, doing yoga, reading, listening to podcasts or taking on yet another exciting DIY project.


Chartered Retirement Planning Counselor™


Studied, Metropolitan State University

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Visit one of our Locations

Phoenix - Virtual Advisors

4742 N. 24th Street
Suite 400
Phoenix, AZ 85016

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Denver I - Westminster

1120 W. 122nd Avenue
Suite 300
Westminster, CO 80234

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Denver - Loveland (Appt Only)

1635 Foxtrail Drive
Suite 125
Loveland, CO 80538

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning