Bruce Martin

Bruce joined WSG in April of 2015, specializing in financial and tax planning for business owners, executives, and retirees. Bruce left his ten-year tenure with FedEx Express as Senior Financial Analyst in 2012 to pursue a career in financial planning with UBS Wealth Management.

After three years of success applying a financial planning approach to money management, Bruce made the decision to join WSG. His motivation was the same as the co-founders – to move from a traditional firm to a one that favors a more personalized, unbiased approach to investment advice.

As a Certified Financial Planner professional, Bruce brings his initiative and ingenuity to help create customized plans for individual and business clients.