Au-Martinez Group

We know your time is precious, so here are the ways we believe we can serve you like no one else:
* Business acumen. The founders of our team, Ray Au and Olivier Martinez, understand the demands of running a business and offer practical ways to enhance your retirement planning, streamline your cash-flow, and provide access to banking services through Bank of America.
* A global perspective. If you have cross-border wealth, we offer a trans-national perspective on investing and trade. We also provide access to foreign-currency exchange.
* Creative thinking. If you have a long-standing issue in managing your wealth, bring us your most difficult problem. We are multi-dimensional, offering tailored advice that reflects the nuances of your situation.
* A cohesive financial picture. We begin each relationship by learning all we can about you —your balance sheet, concerns, aspirations, family situation, and professional goals. We look to unify these aspects, creating a wealth-management plan designed to align your investments, risk tolerance, estate planning intentions, and tax circumstances.
* Anticipating your needs. We don't wait for you to reach out to us. Our service model is designed to be extremely proactive. You will know you are "top of mind" because our actions convey our genuine interest in your life.
* Focused on your success. We push ourselves to bring you our best thinking. Competitive by nature, we want to help you succeed, sharing our ideas to streamline a path to a more fulfilling financial future for you and the people you value.