Jesse Martyn

Jesse partners closely with CGWM Investment Advisors to provide comprehensive financial planning, wealth protection, tax mitigation, legacy and estate planning for individuals, professionals and business owners. He is a creative strategist dedicated to providing effective and customized solutions for each clients’ unique goals while making sure that his recommendations are clearly articulated and inspiring.

Jesse is a Certified Financial Planner® professional and Chartered Life Underwriter. He’s driven by his values of Security, Happiness, Integrity, Health, and Environment.