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Monday 8am - 4pm Tuesday 8am - 4pm Wednesday 8am - 4pm Thursday 8am - 4pm Friday 8am - 4pm

Waite, Troyer & Martinez Wealth Mgmt, Financial Advisors with D A Davidson

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Grand Junction, CO
Waite, Troyer & Martinez Wealth Mgmt, Financial Advisors with D A Davidson

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Our goal is to help clients navigate through Life’s Key Moments I attended Mesa State College and started in the financial services industry in 1999.

Originally from the small town of Vernal, Utah, I have lived in Grand Junction for over 35 years. I earned a LUTCF designation in 2004, Certified Wealth Strategist designation in 2013 and a Certified Divorce Financial Analyst in 2025. I believe that financial success is built on trust and open communication. I have one daughter, Reese, one son, Caden, a daughter in law, Haley and one granddaughter, Piper. Outside of work I enjoy spending time with my husband, Chris and my family, traveling, camping, boating, hiking, and working out.

10/30/2026

As midterm elections approach, you may be wondering what the outcome could mean for the markets. While political events can create short-term volatility, maintaining a long-term investment strategy remains key.

Read more: https://dadvdsn.co/4rpYbOd

10/29/2026

Following Anthropic’s IPO filing, its growth and path to profitability are in focus.

Gil Luria, Managing Director and Head of Technology Research at D.A. Davidson, joins CNBC to discuss the company’s outlook and what could be ahead.

Gil Luria of D.A. Davidson discusses Anthropic's earnings power. He argues that with growing competition from OpenAI and the growing list of open-source AI models, Anthropic and OpenAI's power will likely to be limited to just the most important, mission-critical applications that use the most advan...

10/29/2026

📣 Social Security Announces 3.6 Percent Benefit Increase for 2027 📣

The Social Security Administration recently announced a 3.6% cost-of-living adjustment (COLA) for 2027—the highest in four years. Changes like these can have a meaningful impact on your retirement income plan.

Read more about the change and what it may mean for retirees: https://dadvdsn.co/3VUiAPP

08/13/2026

Another chapter of your life is waiting to begin—lean on one of our trusted financial advisors during this life transition, during this key life moment.

08/05/2026

Whether you’re adding a new member to your family, or figuring the ins and outs to a blended household, chances are you need a financial advisor. Let us help you navigate this important key life moment.

Whether you’re adding a new member to your family, or figuring the ...

07/28/2026

Life doesn’t stand still, and neither should your life insurance.

From career changes to growing families, major life events can dramatically shift your coverage needs. This insightful piece outlines the key moments when reviewing your life insurance policy isn’t just smart—it’s essential.

Whether you're newly married, starting a business, or entering retirement, make sure your policy still protects what matters most.

dadvdsn.co/4m6t31S

07/20/2026

Have you made your end-of-life wishes known? Creating a will is a crucial step in planning for your future. https://dadvdsn.co/3P7o2LH

07/16/2026

Financial planning isn’t just about having a plan on paper—it’s about what that plan helps support over time.

The real value often comes from the guidance, perspective, and ongoing conversations that help you make decisions as life changes. Planning isn’t static, and neither are the goals and priorities that come with it.

If you’ve ever wondered how financial planning fits into everyday decisions, this is a helpful perspective: https://dadvdsn.co/4e8CRs7

07/15/2026

Trump Accounts officially launched on July 4. Designed to help children build long-term savings, these accounts offer a one-time $1,000 government contribution for eligible children born between 2025 and 2028, along with opportunities for additional family contributions.

As with any savings strategy, it's important to understand how these accounts fit alongside other options. This CNBC article provides a helpful overview of how the accounts work and who may qualify.

Wondering if a Trump Account is right for your family? Let's talk.

Here's a breakdown of how Trump Accounts work, who qualifies for free money and when the funds can be withdrawn.

Address

360 W. Park Drive, Suite 200
Grand Junction, CO
81505

Opening Hours

Monday	8am - 4pm
Tuesday	8am - 4pm
Wednesday	8am - 4pm
Thursday	8am - 4pm
Friday	8am - 4pm

Telephone

+19708224575

Website

https://waitetroyermartinezwm.dadavidsonfa.com/index.htm

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