Minneapolis, MN
Matt Nelson
Hi there! I’m Matt Nelson, a Wealth Manager from Minneapolis, MN, helping high earners, business owners, and MedTech professionals create an income plan for equity compensation and retirement, from executives to high-earning employees and consultants. As the Founder and Managing Partner of Perspective 6 Wealth Advisors, I lead a team of dedicated wealth managers who provide comprehensive and personalized financial planning and investment management services to our clients. Ultimately, I’m passionate about clients experiencing a sense of relief and calm as we help clarify and achieve their financial goals.
After we organize a client’s values, goals, and money into an understandable plan, they can focus on other important parts of their lives.
Meet with
Matt
Featured in:
Our team
How can I help?
STRATEGIC PLANNING OF YOUR TOTAL COMPENSATION
Executive Compensation Planning
We understand the unique complexities executives face—from concentrated equity positions to strict regulatory demands. Our goal is to create a streamlined, tax-efficient strategy that optimizes your financial and non-financial rewards while supporting your leadership responsibilities.
UNDERSTAND YOUR INCOME STREAMS
Income Planning
Understand your income with an annual plan showing where cash flow is generated, and why. This weaves together Restricted Stock Units (RSU) flows, stock option exercises, long-term capital gains, Roth Conversions, etc.
ESTABLISH YOUR BUSINESS SUCCESSION PLAN
Succession Planning
Building a successful business is an incredible feat, but what happens to your hard-earned legacy when you're ready to step down? We build strategic blueprints to help ensure the continued growth and success of your enterprise.
MINIMIZING YOUR TAX BURDEN
Legacy & Charitable Planning
Whether it’s transferring assets to kids or grandkids, or maximizing your charitable donations, we have the expertise with complex strategies surrounding wealth transfer.
Published Content
Matt
’s published work
Matt
’s resources
Get to know
Matt
Matt Nelson is a Wealth Manager from Minneapolis, MN, and Founder of Perspective 6 Wealth Advisors. Matt got his start in the financial industry in 1998 with a mutual fund company, American Century. Early in his career as an advisor, he experienced navigating clients through the 2000-2002 technology crash, the 2008 financial crisis, and multiple market highs and lows. In 2006, he became an independent financial advisor with Focus Financial Network and founded Perspective 6 Wealth Advisors in the same year.
Today, Matt’s team works with employees with stock compensation in both private and public companies, as well as consultants and business owners. They place special emphasis on serving the MedTech industry, as they are familiar with their specific needs. His team also helps those who are retired or soon-to-retire navigate the next phase of their life.
Their expertise ranges across stock compensation planning, tax mitigation, retirement planning, and investment management.
Outside of work, Matt enjoys being active, including bicycle racing for the team he co-sponsors, Peace Coffee Racing, skiing, and snowboarding. He also loves spending time with his wife, Taunya.
Connect with
Matt
:
How did you become a financial advisor?
I got my start in the financial industry just two years before the 2000-2002 tech crash. In 2006, I became an independent financial advisor at Focus Financial to better serve my clients. During my tenure, I served as a board member and minority owner beginning in 2018. At the time of my departure in 2025, the firm managed approximately $8 billion in assets under management.
What types of clients do you work with?
Our team works with employees with stock compensation in both private and public companies, as well as consultants and business owners. We place special emphasis on serving the MedTech industry as we are familiar with their specific needs. Our team also helps those who are retired or soon-to-retire navigate the next phase of their lives.
What areas of expertise do you have?
Our team holds expertise across stock compensation planning, tax mitigation, retirement planning, and investment management.
What kinds of strategies do you help clients with?
Our strategies are unique to each client, but we can help clients with:
Stock compensation strategy that involves how to optimize Restricted Stock Units (RSUs), Incentive Stock Options (ISOs), and Non-Qualified Stock Options (NSOs)
Tax planning and mitigation in areas such as stock compensation, retirement income, investment portfolios, estate tax, and charitable giving
Retirement income planning, such as where and how much to save, what accounts to spend from in retirement, and how to coordinate with other income sources
Investment management focused on capturing returns from the market with a manageable amount of risk, while keeping portfolio costs low, and planning for when and how to sell and utilize investment returns
What is your favorite part of working with clients?
I really enjoy seeing clients experience a sense of relief and calm as we help them clarify what they want to accomplish financially. After we help organize their values, goals, and money into an understandable plan, they have more energy and focus for other important parts of their lives.
What is it like partnering with Savvy?
Partnering with Savvy has provided a robust, streamlined, and forward-thinking platform that we can leverage to service our clients better than ever before. The more tedious and time-consuming tasks our team can offload to their technology, the more time we can spend researching, planning, and talking with clients to add greater value to their lives.
Connect with
Matt
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Perspective 6 Wealth Advisors is an investment advisory team representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an investment advisor registered with the Securities and Exchange Commission (“SEC”). Perspective 6 Wealth Advisors is used as a marketing name only and is not separately registered. All advisory services are offered through Savvy Advisors.
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.