A nine-member team from Morgan Stanley with $625 million in client assets has joined RBC Wealth Management’s Princeton, N.J., office, according to an announcement from the company.
The Martin Wealth Management Group, which focuses on socially conscious causes, was founded by Arthur Martin, who has 40 years of industry experience. He serves as senior financial associate for the firm. His son, Wade Martin, who has been in the industry since 1987, serves as managing director and financial advisor.
The firm specializes in holistic financial planning and asset management for individuals with special needs, and structured settlements for clients involved in personal injury and wrongful death cases. It also has built a significant portion of the business assisting landowners with land preservation, the release noted.
Wade Martin said the team chose RBC because it was important to find a firm that shares their driving principle of superior client service. “Our team is committed to helping our clients thrive, no matter their situation,” he said in a statement.
The other seven team members are Wade Martin’s son, Zach Martin, associate vice president and financial advisor; Brett Scharf, associate vice president and financial advisor; Allison DeLay, senior business associate; Maria Gaspari, investment associate; Brianna Clater, client associate; Noah Wiegand, investment associate; and Leah Zikoski, investment associate.
"They are well-respected in the area—both for their successful wealth management practice and commitment to giving back to the community—which makes them a perfect fit for our firm. We are thrilled to welcome them to the RBC team in Princeton,” Scott Ceniccola, director of RBC’s Philadelphia complex, which oversees the Princeton office, said in a statement.