Wes Martinez
As a Schwab Financial Consultant, CFP®, and CWS®, it’s my job to help you create a better financial life. We offer full service wealth management.
I will collaborate with you to help build a plan defined by your goals. I am committed to providing advice unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you. I can assist you with:
• Wealth management
• Investing
• Portfolio analysis
• College planning
• And more
And you’ll benefit from Schwab’s modern appr
Change happens when you get involved. Just ask our very own Sabrina H., who joined the Urban Leadership Foundation of Colorado—an org that helps build effective and influential leaders. Change agents like Sabrina are why we celebrate
Charles Schwab: Developing diverse leaders: Meet Sabrina Halstead Hear about Sabrina's experience working with a nonprofit focused on improving the professional and social trajectory of African American leaders.
Whether it’s board service or hands-on activities, volunteerism can be a powerful way to increase your philanthropic impact. Download the Schwab Charitable Giving Guide to learn more. https://schwabcharitable.org/maximize-your-impact/public-guide-page
Giving Guide Public Page Maximize your impact with the Giving Guide Watch video The Schwab Charitable Giving Guide is a comprehensive, interactive tool designed to help you and your family create and manage a thoughtful giving plan, no matter where you are in your philanthropic journey. The Schwab Charitable Giving Guide is...
Do you know which types of nonprofits are eligible for tax deductions? The Schwab Charitable offers answers and can help you maximize your charitable impact. https://mkt.schwabcharitable.org/smch_giving_guide.html?type=donor&ch=tax-deductibility?SM=XOI
Schwab Charitable Duis nulla velit, pretium id consectetur vitae, ullamcorper ut lacus. Proin suscipit ut odio eget convallis. Vivamus accumsan tempor nisi non ultrices. Proin maximus suscipit lectus, et interdum dolor. Curabitur ut libero et neque elementum mattis in a risus.Aliquam facilisis mauris id commodo digni...
Becoming an effective charitable donor starts with identifying your top values and causes. Download the Schwab Charitable to help maximize your charitable impact. https://mkt.schwabcharitable.org/smch_giving_guide.html?type=donor&ch=find-focus?SM=XOI
Schwab Charitable Duis nulla velit, pretium id consectetur vitae, ullamcorper ut lacus. Proin suscipit ut odio eget convallis. Vivamus accumsan tempor nisi non ultrices. Proin maximus suscipit lectus, et interdum dolor. Curabitur ut libero et neque elementum mattis in a risus.Aliquam facilisis mauris id commodo digni...
Charitable giving doesn’t have to be complicated. The Schwab Charitable helps you develop an efficient giving plan to maximize your philanthropic impact. https://mkt.schwabcharitable.org/smch_giving_guide.html?type=donor&ch=define-terms
Schwab Charitable Duis nulla velit, pretium id consectetur vitae, ullamcorper ut lacus. Proin suscipit ut odio eget convallis. Vivamus accumsan tempor nisi non ultrices. Proin maximus suscipit lectus, et interdum dolor. Curabitur ut libero et neque elementum mattis in a risus.Aliquam facilisis mauris id commodo digni...
With the Schwab Charitable , you can learn strategies to help identify the nonprofits that most effectively support your highest-priority causes and maximize your charitable impact. https://mkt.schwabcharitable.org/smch_giving_guide.html?type=donor&ch=find-organizations
Schwab Charitable Duis nulla velit, pretium id consectetur vitae, ullamcorper ut lacus. Proin suscipit ut odio eget convallis. Vivamus accumsan tempor nisi non ultrices. Proin maximus suscipit lectus, et interdum dolor. Curabitur ut libero et neque elementum mattis in a risus.Aliquam facilisis mauris id commodo digni...
A well-planned budget can help you achieve your giving goals. Download the Schwab Charitable Giving Guide for budgeting tips that can help maximize your charitable impact. https://schwabcharitable.org/maximize-your-impact/public-guide-page
Giving Guide Public Page Maximize your impact with the Giving Guide Watch video The Schwab Charitable Giving Guide is a comprehensive, interactive tool designed to help you and your family create and manage a thoughtful giving plan, no matter where you are in your philanthropic journey. The Schwab Charitable Giving Guide is...
Whether it’s a donor-advised fund, private foundation, LLC, or gift annuity, the right giving vehicle may help you maximize your charitable impact. Download the Schwab Charitable Giving Guide to learn more. https://schwabcharitable.org/maximize-your-impact/public-guide-page
Giving Guide Public Page Maximize your impact with the Giving Guide Watch video The Schwab Charitable Giving Guide is a comprehensive, interactive tool designed to help you and your family create and manage a thoughtful giving plan, no matter where you are in your philanthropic journey. The Schwab Charitable Giving Guide is...
The pandemic gave everyone time to reflect and provided a mental checkpoint for workers. Many organizations are seeing higher attrition rates than ever before. This is the time to develop your people, provide guidance for all levels, and increase retention.https://www.forbes.com/sites/forbescoachescouncil/2021/11/15/the-great-resignation-stop-the-bleeding-and-boost-your-retention/?sh=5832bd85402b
Council Post: The Great Resignation: Stop The Bleeding And Boost Your Retention If you don’t like the attrition rates, maybe it’s time to understand why.
If you're dreading the holiday buying frenzy, here are some ideas on how to give more meaningfully—and more affordably—this season.
Let’s Make Holiday Gift Giving More Meaningful As we enter the holiday gift giving season, let’s think outside the metaphorical—and physical—box.
We naturally want to do what simply feels right rather than what is hard or requires effort. Learn more about how you can change that so you can live in a growth mindset and do hard things. https://hbr.org/2021/12/how-to-convince-yourself-to-do-hard-things?ab=hero-subleft-1
How to Convince Yourself to Do Hard Things Our brains are wired to conserve energy when we’re tired or stressed.
Cardiovascular disease is the number 1 killer of women. The New Orleans office of Schwab is wearing red today in help build awareness
I believe that the military community is uniquely positioned to master financial fundamentals because it embraces the values of discipline and preparation. This resource hub from Schwab can help with the basic training! https://www-pce.schwabmoneywise.com/public/moneywise/my_life/military_community?sm=VYR
Every senior I know would do anything to help family members in need. But sadly scammers are taking advantage of that by posing as family members asking for money. Learn the scams—and let’s all help our seniors improve their . https://www.aboutschwab.com/keeping-your-data-safe-in-times-of-crisis?SM=VYR
With ongoing market conditions due to the pandemic and other current events, we're getting more questions from clients and that leads to longer wait times. To help you skip the line, check out our answers to clients' frequently asked questions.
Fast answers to your most common questions Have a question about your account and recent market activity? Get answers to common questions regarding your Schwab account.
After the FOMC meetings, I always make it a point to seek out Liz Ann’s commentary. She shares excellent opinions that add to my understanding.
Fed Aims to Help Nurse the Economy Back to Health The FOMC restated its commitment to use its full range of tools to support the virus-crippled economy and keep markets functioning smoothly.
Choosing the age at which you retire is one of the more important decisions you'll make, but it can be a difficult question to answer. Learn three factors to help make that decision.
3 Factors in Determining Your Ideal Retirement Age | The Motley Fool This decision will impact your entire retirement, so it's wise to choose carefully.
You don’t need a lot to get started investing. In fact, $5 is all you need to own a slice, or fractional share, of some of the leading U.S. companies. How? With Schwab Stock Slices™. http://schwab.com/StockSlices?SM=VYR
Coronavirus-related stay-at-home orders and falling consumer demand have been extremely challenging for small businesses. Luckily, CARES Act includes two primary provisions to help small businesses:
How the CARES Act Can Help Small Businesses Make sure you’re taking advantage of the assistance that’s available.
With ongoing market volatility, we're getting more questions from clients and that leads to longer wait times. To help you skip the line, check out our answers to clients' frequently asked questions.
Frequently asked questions from Clients Have a question about your account and recent market activity? Get answers to common questions regarding your Schwab account.
Why did this bear market happen in less than a month, when historically they take 8 months? Jeffrey Kleintop can help us understand a little better.
Who Fueled The Fastest Bear Market Ever? We all know what is driving the market selloff, COVID-19, but who is doing the selling?
In times of volatility, I always appreciate a calm tone and a measured thought process. Jeffrey Kleintop gives us both in this Q&A on how coronavirus is affecting the economy.
Q&A on COVID-19: The Economy, Markets and What Investors Should Do We answer key questions about the coronavirus impact on the economy, markets and what investors should do.
I’m looking forward to our 2020 Market Outlook with Randy Frederick, Kathy Jones, Jeffrey Kleintop & Liz Ann Sonders. Tune in 12/18, 3 PM ET. schwab.com/live?SM=vem
The Charles Schwab office in Metairie, LA is a Toys for Tots drop off location this holiday season. Please drop off your new, un-wrapped, gifts from 11/01 to 12/13.
Charles Schwab & Co., Inc.
11/01/2019 - 12/13/2019
8:30 - 5:00 Monday -Friday
3417 Veterans Memorial Boulevard, Metairie, Louisiana, 70002
https://new-orleans-la.toysfortots.org/local-coordinator-sites/lco-sites/donate-toys.aspx
Excited to be moving tonight to our newly built Schwab office located at 3417 Veterans Memorial Boulevard in Metairie, Louisiana
In Conjunction With Chuck Schwab’s New Book “Invested,” Schwab Removes the Final Pricing Barrier to Investing Online by Eliminating U.S. Stock, ETF and Options Commissions
https://pressroom.aboutschwab.com/press-release/corporate-and-financial-news/conjunction-chuck-schwabs-new-book-invested-schwab-remove?sm=uro
In Conjunction With Chuck Schwab’s New Book “Invested,” Schwab Removes the Final Pricing Barrier to Investing Online by Eliminating U.S. Stock, ETF and Options Commissions | Charles Schwab Online Newsroom SAN FRANCISCO--(BUSINESS WIRE)--Almost forty five years ago, Chuck Schwab made investing more accessible to all Americans with the concept of low commissions to buy and sell stocks. On October 7, 2019, in conjunction with the release of Mr. Schwab’s latest book, “Invested,” Charles Schwab & Co...
Schwab has a new podcast that sifts through all of the news coming out of Washington and explains what is important for investors. WashingtonWise Investor is hosted by Schwab's Mike Townsend and the first episode is available now: https://www.schwab.com/resource-center/insights/content/washingtonwise-investor-episode-1?SM=uro
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3417 Veterans Memorial Boulevard
Metairie, LA
70002
Opening Hours
Monday | 8:30am - 5pm |
Tuesday | 8:30am - 5pm |
Wednesday | 8:30am - 5pm |
Thursday | 8:30am - 5pm |
Friday | 8:30am - 5pm |
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