At Crossed Pines Wealth Management, we live by the code of the west. That means that we take pride in our work, and ride for our clients. We always place our clients at the center of their financial plan. We are trusted, strategic partners who have a deep knowledge of the financial markets and partner with our client to understand their priorities. Client success is the foundation which drives us.
Crossed Pines Wealth Management’s client-centric approach allows us to deliver comprehensive wealth management services that include: Financial Planning, Retirement Planning and Estate Planning.
With financial plans customized to each of our client’s unique financial needs and goals, we will not leave you lost in the woods.
Tom Martin CFP® AAMS®, Financial Advisor
Tom Martin, founder of Crossed Pines Wealth Management, is a Certified Financial Planner (CFP) and Accredited Asset Management Specialist (AAMS). Tom’s expertise is founded in building individualized portfolios that best fit each of his client’s risk tolerance, unique goals and expectations.
Wealth Management, Retirement & Estate Planning are the key focus to his business model. Tom understands that your financial plan is a living breathing document that can be easily updated to accommodate changes to your life, planned or unplanned, and the ever-changing global economies.
When not reviewing his client’s financial plans, Tom and his wife, Loretta, live in the mountains outside of Santa Fe, New Mexico with their pack of Rhodesian Ridgeback dogs. They compete and show their dogs around the country in AKC dog shows. Tom is a graduate of Brigham Young University in computer science and mathematics and pursued his masters of corporate information systems from the University of Denver. He worked at U S West for 10 years as a manager of software design and development. At Sprint communications, Tom was a manager of Advanced Technologies development and director of projects management of information technologies.