SJ Martin Wealth Management

EST. AUM
$150,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Charleston, SC
CRD Number
Website sjmwealth.com
Client types

Overview

SJ Martin Wealth Management is a Beaufort-based financial advisory practice providing disciplined investment management and holistic financial planning for business owners, professionals, and multi-generational families. Acting as a client’s “personal CFO,” the firm coordinates investments, estate and tax planning, risk management, and trust services to align every aspect of a client’s financial life. Founded by Samuel Martin, CFP®, SJ Martin emphasizes integrity, transparency, and client focus—offering advice that is relationship-driven and tailored to long-term goals. The practice operates under the independent platform of &Partners, LLC, providing access to diverse investment programs and custodial solutions.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

SJ Martin Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

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