Design Your Wealth. Protect Your Future.
We are architects of financial empowerment, blending tax expertise and legal strategy to help business owners, investors, and high-net-worth individuals protect what they’ve built and unlock lasting financial freedom. Your success wasn’t accidental- protecting it shouldn’t be either.
About Hancock Martin
At Hancock Martin, we specialize in empowering clients through strategic, values-driven wealth management. Combining sharp legal insight, deep tax expertise, and white-glove service, we deliver tailored financial guidance that drives long-term prosperity. Our locally focused approach ensures personalized solutions rooted in trust, transparency, and lasting relationships. We believe wealth planning should feel like a true partnership—not a transaction. Through innovation, education, and community engagement, we help clients grow their legacy while uplifting those around them. At Hancock Martin, we turn smart strategy into meaningful impact—for today and for generations to come.
The Problem: Why You’re Here
You’ve Earned Every Dollar of Your Wealth. Without a Comprehensive Strategy, Taxes and Risks Could Erode It Faster Than You Expect.
Without a clear, proactive plan, these common challenges quietly chip away at your wealth, leaving you vulnerable to costly surprises and missed opportunities.
- Increasing Retirement Tax Liabilities Impacting Your Income
- Navigating Complex Capital Gains and Core Tax Challenges
- Gaps in Estate and Trust Planning That Threaten Your Legacy
- Unprotected Business Succession Putting Your Wealth at Risk
Our Services
Designing Smarter Wealth Strategies to Build, Protect, and Preserve What Matters Most
At Hancock Martin, we believe wealth isn’t just accumulated — it’s designed, protected, and built with intention. Our boutique approach integrates investment expertise, tax-efficient solutions, and advanced wealth preservation strategies for high-net-worth individuals, business owners, and investors. We help clients architect a financial future that withstands complexity, uncertainty, and change.
Explore how we help you build lasting security:
Retirement Income Planning — Design a Future That Works for You
Retirement is more than reaching a number — it’s about creating sustainable, tax-efficient income that supports your lifestyle and protects your legacy. For affluent individuals nearing retirement, poorly structured withdrawals, unnecessary taxes, or outdated investment models can erode what you’ve built. We design personalized strategies that restructure your financial future, turning wealth into lasting security and generational opportunity.
Tax Mitigation — Architect Your Financial Advantage
Excess taxes quietly erode wealth over time. Our Core Tax strategies help minimize liabilities, optimize cash flow, and enhance long-term growth. From income deferral to charitable giving structures, we design proactive solutions that align with your financial goals and protect more of what you’ve built.
Business Exit Planning — Build Your Legacy Beyond the Business
A successful exit is more than a transaction — it’s a turning point that can define your financial future. We specialize in business succession and exit strategies that help owners transition with confidence, preserve hard-earned wealth, and minimize tax exposure.
Estate & Trust — Holistic Planning for Lasting Impact
Wealth preservation extends beyond your lifetime. Our estate, trust, and Virtual Family Office (VFO) solutions ensure your wealth is structured to endure — safeguarding assets, reducing tax burdens, and protecting your legacy for future generations. Through comprehensive, tailored planning, we help you design the foundation for generational wealth that reflects your values and vision.
Protecting your wealth starts with a plan — let’s design yours.
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Resources
Design Your Wealth with Knowledge — Because Informed Decisions Build Stronger Futures
At Hancock Martin, we believe smart wealth preservation starts with clarity. That’s why we offer resources designed to help business owners, investors, and top earners make informed decisions — backed by trusted expertise, clearly defined strategies, and unbiased guidance.
Explore expert insights on maximizing wealth through tax-efficient planning, protecting assets with advanced estate and trust structures, designing strategic business exits that preserve your legacy, and leveraging alternative investments to fuel long-term, sustainable growth.
Whether you’re navigating your own financial journey or advising your family for generations to come, our resources deliver the foundational knowledge you need to design, protect, and grow your wealth with confidence.
Resources
Case Studies
Retirement Planning Myths That Cost You Money
Many people believe they can coast into retirement without deep tax consideration—but the truth is, …
Business Exit Strategy: Tax-Savvy Planning Before the Sale
Selling a business isn’t just a financial transaction—it’s a life milestone. Without proper planning, though, …
Capital Gains 101: How to Sell Smart and Keep More
Capital gains taxes can seriously erode the profit from selling an investment, business, or property. …