Madrid Wealth Management
@madridwm.com
As fiduciaries, our responsibility to our clients comes first. From wealth management to retirement and tax solutions, our insight and sophisticated financial strategies can help make your investment goals a reality. We serve clients from individuals and families to businesses and Native American tribes. Our services include Wealth Management, Investment Consulting, Retirement Planning, and Tax Strategy Planning. https://www.madridwm.com/services Disclosures: Investing involves risks, including loss. Past performance is not indicative of future results. Client experiences may differ, and their value depends on individual circumstances. The success of a financial plan relies on various factors and is subject to market conditions. Professional designations should not be the sole factor in choosing an advisor, nor does having a professional designation such as a CFA, CFP®, or AIFA® provide superior advice or experiences. Adhering to our fiduciary duty does not guarantee client satisfaction or specific outcomes. Fee-only compensation is how some advisors are compensated and should not be considered superior to other forms of compensation or the resulting advice.
Madrid Wealth Management's Company Logos
Madrid Wealth Management's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#10191E
Bunker
16, 25, 30
201, 30, 9
47, 17, 0, 88
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
#C7A21F
Nugget
199, 162, 31
47, 73, 45
0, 19, 84, 22
About Madrid Wealth Management
Madrid Wealth Management is an Albuquerque, New Mexico, financial advisory firm offering comprehensive wealth management for individuals, families, businesses, and institutions. The firm describes itself as fee-only and fiduciary, with a commitment to providing objective advice and customized solutions in clients’ best interests. Its services include financial planning, investment management, tax advisory and preparation, trust and estate planning, fiduciary and investment consulting, and corporate retirement plan services.
Madrid Wealth Management works with a broad range of clients, including pre-retirees and retirees, executives, families, high-net-worth individuals, Native American tribes, business owners, working professionals, and organizations sponsoring retirement plans. Support may address retirement readiness, equity compensation, tax strategies, wealth preservation, succession planning, and retirement plan investment oversight.
The firm’s process begins with assessing a client’s financial situation, goals, risk profile, and priorities. It then develops a tailored plan and portfolio, helps implement the strategy, and provides ongoing guidance as circumstances change. Based in Albuquerque, the firm invites prospective clients to schedule a complimentary meeting to discuss their goals and determine whether its services are a suitable match.
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