Steven R. Martindale

Wealth Management Advisor

970-505-0613
steve.martindale@lpl.com

As an advisor at Martindale Wealth Management I offer advice and guidance for potential investment solutions that consider your life goals, risk tolerance, time horizon and liquidity needs.

How we approach this:

I focus on offering a comprehensive approach to managing wealth that begins  with getting to know a client and the client’s family, financial situation and what matters most to them. Then I help them create a customized wealth management approach that can be flexible as their needs and market conditions change. I provide access to the investment insights and banking solutions to help address the various aspects of clients’ financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals

I follow the deep-seated tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

 

Philosophy: 

I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights and banking solutions, I will work with you to develop an approach designed to help address your financial needs.