Investing is the most effective and important approach to planning for a prosperous retirement. The sooner you begin, the better your chances of a positive outcome will be in order to experience the lifestyle associated with lucrative returns. That’s why it’s so important to make the right investment decisions as early as possible to maximize the compound returns over a period of decades.

Why You Need An Investment Advisor

It can be very complicated to manage your own investments and the risk of making too many mistakes over a long period of time is too great; a professional Investment Advisor can help ensure that you are making safe and lucrative decisions with your savings so you and your family and enjoy financial peace even after you have stopped earning an income.

An Investment Advisor Can Help You By:

  • Assessing your current financial health and portfolio to gain a full understanding of where you are and what needs to be done to meet your financial goals
  • Advising you on what financial products or investments are right for you both in order to meet your short-term goals as well as your long term goals
  • Maintaining your investment portfolio so the right changes are made as needed throughout the life of your financial strategy

The right investment advisor for you depends on your current situation, what you need help with, and what your financial goals are. You may even need specialized advice depending on your current situation.

What Is An Investment Advisor?

The term investment advisor is something that people may have a tendency to throw around quite a bit. Some people may think their CPA is an investment advisor or their friend who likes to manage his own investments and share thoughts and opinions. However, what sets a real qualified investment advisor apart comes down to education, training, experience, and qualifications.


If you have a business, you must be working hard and smart to make your business successful, then it’s probably a good idea to look into using the advice of an Investment advisor and team. You don’t have to be a wealthy business owner or individual, at the moment, but an investment advisor may be able to help you extend your potential, maybe even better than you have ever imagined.

What Qualities to Look for in an Investment Advisor

When searching for an Advisor, make sure they are interested in your long-term goals, understand your risk tolerance and the nature of your assets. You’re looking an advisor that will have an interest in developing a long-term asset allocation plan and who works with you to implement an appropriate strategy that will help you meet objectives and reach your goals efficiently and effectively.

Make sure they service each individual client’s portfolio on an ongoing basis and evaluate possible adjustments in response to economic changes, market trends or client needs on a regular basis (not a one size fits all approach). Managing anyone’s money and life savings brings both tremendous opportunity and responsibility for individuals, families and family office executives. Addressing issues of generational wealth requires the right partners.

An advisor and team should be a proactive partner with world class capabilities, that will have comprehensive financial solutions designed to help you grow, preserve and manage your wealth.

Many financial services have a specialized division composed of experts from each of their service areas, and are dedicated to providing comprehensive and flexible financial solutions to meet your unique needs. Many services believe of course, they are leaders in these areas. Just make sure they are committed to identifying and rigorously analyzing financial information, strategic issues and trends, both regionally and globally, which affect companies, industries, markets and fundamental changes which may have a meaningful impact on future investment values for you and your family.

Distinguished and objective research is critical to serving clients in the equity, fixed income, currency and commodities markets worldwide. Make sure you are comfortable with your advisor, enough to make a bond with this person. After all, they will be your trusted advisor, and their goal for you should be in building and managing your wealth with your overall objectives in mind.

A great investment advisor and team should give you the tools and services necessary to reduce the administrative burdens of managing money with a proper plan. This will allow you to focus on what you do best, building your business/practice and attracting new sources of capital.

You and your family face a number of challenges. You’re looking for sound investment advice from an advisor you feel you can trust. Rather than prepackaged products, you need access to quality investment solutions founded on your unique situation. And you need help in developing a coordinated strategy that seeks to address your total wealth picture and changing needs over time.


Working with Michael Martella

The senior Investment Advisor with Assante Wealth Management | Martella Group is Michael Martella. Every individual and company has limitless opportunities to grow their personal wealth and business capital and that’s why Michael Martella is here to help you with proper wealth management to protect your future. His expert investment management can enrich your financial health over the course of your lifetime because he knows there is no reason to wonder what your financial future entails.