Rock Martin Private Wealth Management

Specialties

As an independent, financial planning firm, we have the capabilities to provide truly unbiased, high value financial advice and unparalleled personalized service. We provide an open-​architecture platform that allows us to serve as an objective advisor, presenting customized financial guidance and investment recommendations with a broad range of investment vehicles.

Our investment philosophy involves continuous research and attention to the ever-​evolving economic environment. We are dedicated to seeking attractive returns across global capital markets while actively managing risk tolerance and monitoring tax consequences.

Rock Martin Private Wealth Management’s services are best suited for those with $ 250 thousand or more to invest. However, if it’s one time planning sessions or ongoing financial advice and investment management, we offer a wide range of consulting and planning options to meet your needs.

We encourage you to explore our website to learn more about the potential rewards that are available when building a lasting relationship with a passionate, credentialed advisor you can trust. We’re confident that our commitment to you in service, communication, education, and expert advice will exceed your expectations.

Our Services Include:

Wealth Investment Management

Investment, Retirement, and Estate planning

Active Portfolio Platform accessibility

College and Education Planning

Tax Planning

Social Security Maximization Planning

Fee Based Consulting

Meet the Business Owner

Marty Urbanowicz, CFP®, EA.

Business Owner

Certified Financial Planner® Marty Urbanowicz, is a leading investment advisor, lecturer, and founder of Rock Martin Private Wealth Management. With a national client base, his expertise in wealth and asset management allows him to share innovative financial strategies that are pivotal to attaining financial prosperity.

His duel tax and financial expertise provides the fundamental basis to tax efficiency with respect to retirement and wealth planning. As an Enrolled Agent, he is an authorized tax practitioner with technical expertise in the field of taxation. His authored article entitled «Strategically integrating tax brackets and taxation of social security to increase cash flow» was printed in the Spring 2013 issue of TAXPRO Journal by the National Association of Tax Professionals, with distribution nationwide.

Marty received recognition as a Top 25 Advisor (out of 800+ advisors) from broker dealer, Cadaret Grant, for largest percentage increase in business growth year-​over-​year