Advisors at this firm
Ross N
CFP®, PFS™, Series 65
Albuquerque, NM
Madrid Wealth Management
Ross Nettles is a CFP® and PFS™ with nine years of industry experience. He currently serves as an advisor at Madrid Wealth Management and is Vice President of Nettles Accounting Services, where he performs tax services. Prior to joining Madrid Wealth Management, he worked for REDW Wealth for eight years. Madrid Wealth Management is a fee-only registered investment adviser with a four-advisor team managing approximately $212 million for about 128 clients. The firm serves individual and high-net-worth clients, offering wealth and investment management, financial planning, retirement plan consulting, and education services, with integrated tax advisory support through contracted providers.
Paul M
CFP®, CFA®
Albuquerque, NM
Madrid Wealth Management
Paul offers dedicated financial planning and investment consulting services. He works closely with individuals and families, employing a holistic approach that integrates wealth management with essential tax and estate planning. For institutions and Native American tribes, Paul serves as an investment consultant, providing assistance with investment policy creation, asset allocation strategies, retirement plan fiduciary oversight, and investment provider reviews. His role encompasses research, analysis, portfolio management, client service, and educational seminars. Paul holds the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designations. He has also earned the Accredited Investment Fiduciary Analyst® (AIFA®) designation through Fi360, signifying expertise in evaluating how well investment fiduciaries meet their duties according to defined standards of care. He is a member of the CFA Institute and the CFA Society of New Mexico. Paul is also committed to his community. He is a lifetime member and 2019 graduate of Leadership New Mexico and a 2016 graduate of Leadership Albuquerque. He has previously served as Board Chair for the UNM Anderson School of Business Foundation and Finance Chair for The Full Life Foundation. Currently, Paul contributes to the Greater Albuquerque Chamber of Commerce as a board member and Chair of the Education Committee. He also serves on the board of Excellent Schools New Mexico and is an investment subcommittee member for the Presbyterian Healthcare Services board.
Reese H
CFP®, Series 63, Series 66
Scottsdale, AZ
Madrid Wealth Management
Reese Hinton is a CFP® professional with seven years of industry experience, currently serving as an advisor at Madrid Wealth Management. His prior roles include positions at Edwards & Summers Certified Public Accountants, REDW Wealth LLC, and Schwab Private Client Investment Advisory, Inc. He also operated a sole proprietorship from 2023 to 2024. Madrid Wealth Management is a fee-only registered investment adviser with a four-advisor team managing approximately $212 million for about 128 clients. The firm serves individual and high-net-worth clients, offering wealth and investment management, financial planning, retirement plan consulting, and education services, with a distinctive integration of tax and accounting referrals through an affiliated firm.
Bernadine S
Series 65
Albuquerque, NM
Madrid Wealth Management
Bernadine Sanchez is a Series 65-licensed financial advisor with eight years of industry experience. She has worked at REDW Wealth and its predecessor firm from 2015 to 2024, Compound Planning from 2024 to 2025, and joined Madrid Wealth Management in 2025. Madrid Wealth Management is a fee-only registered investment adviser with a four-advisor team managing approximately $212 million for about 128 clients. The firm serves individual and high-net-worth clients, offering wealth and investment management, financial planning, retirement plan consulting, and education services, supported by an affiliation with an accounting firm for integrated tax advisory.