My advisor, Marty, is very knowledgeable and friendly. He doesn't rush to get through a meeting. There are only a few people I don't mind paying money to. This would be my financial planner, my CPA and my gardener. Marty has made excellent decisions regarding how our money is invested and is always willing to take the time to answer any questions I have. I have referred him to a number of friends, and all are very pleased with his service. I don't recommend people to friends unless I'm absolutely sure that they are qualified.
I have been a client of Marty forever, and he and his team have always delivered top tier bespoke financial planning services. Whether it’s his full transparency about how he and his team tap extensive expert resources to build and adjust their customized plan for my specific situation, shifting over the years to reflect the various shifts and slews of my career here in Silicon Valley, to their instant reaction to popup needs or changes, to their ongoing efforts behind the scenes to make sure those back end expert market research resources are in fact the best available, nothing has made me question my choice to entrust my finances to MA Private Wealth. I highly and unreservedly recommend MA Private Wealth to anyone seeking expert financial planning services.
The client service team and my advisor are professional, effective, efficient, friendly, and always informative and educational. In all of the years I have been with MA Private Wealth, my portfolio performance has pleased me in all types of markets.
Marty and I have built up a strong relationship over the many years that he's been my financial advisor. As someone who fully understands my circumstances and needs, he is entirely trustworthy, highly competent, and a pleasure to work with.
My advisor is always honest. Doesn’t sugarcoat things. So glad to have someone we trust as a vital member of our "family" team. Someone we can turn to when in need of financial advice for big or small issues.
We have been with Marty since 2015 and over the course of all these years we have been very pleased with Marty and his staff. Always available for advice and always a pleasure to discuss investment options, etc. The best there is.
Marty provides excellent advice and updates on the market and our portfolio.
The team answers all of our questions, is patient, and friendly.
Erica Arroyo is not only knowledgeable and efficient with an incredible attention to detail and planning, she is also caring, and always goes above and beyond to take care of all my financial needs. Over the course of the years I have come to trust Erica as she has taken me successfully through several of the most challenging times of my life. I look forward to many, many more years of success with Erica!
These testimonials were provided in March 2023 by current clients of MA Private Wealth. These clients were not compensated for these testimonials. No material conflicts of interest exist since these clients were not compensated nor did they receive any other benefit for providing this content.
