Colorado Springs, CO
Matt Powell
Hi there 👋🏼 I’m Matt, and I am dedicated to helping optimize clients' investments by offering personalized financial planning strategies. With an area of expertise centered around philanthropy, my goal is to support my clients' long-term financial success by providing continuous education and guidance.
With my focus on charitable giving and business succession planning, I enjoy helping clients who want to give back by designing financial strategies that align with their values while also achieving their personal goals.
Matt
’s team
Savvy Investment Team
Erica Luchetti
Erica Luchetti, a Senior Client Service Associate, offers over 15 years of experience in operations and client service within the financial, music, and automotive industries. Her career began as a temporary receptionist in financial services, where her adaptability secured a permanent assistant role, igniting her professional growth. Erica excels at supporting financial advisors by overseeing daily operations, promptly addressing client needs, managing onboarding and account transfers, executing investment transactions, and ensuring accurate data. She collaborates seamlessly with external professionals, such as custodians, CPAs, and estate attorneys, while upholding rigorous compliance with policies and regulations. Driven by a passion for exceptional client experiences, Erica seeks to optimize workflows and cultivates trusted relationships. Beyond work, she treasures family moments, adores animals, dives into books, enjoys live music, and recharges by the water in the sunlight, maintaining her vibrant energy.
My favorite part of working with my clients is building lifelong relationships that extend far beyond just managing their wealth. I find it fulfilling to be a trusted partner in their journey, helping them navigate major life milestones
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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.
STRIVING TO MINIMIZE YOUR TAX BURDEN
Tax Optimization
We aim to take the ambiguity out of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
DREAMS INTO ACTIONABLE PLANS
Retirement Planning
Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
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.
Published Content
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Get to know
Matt
Matt facilitates a client-centric wealth management experience customized to his clients. With over 20 years of experience in the industry, he provides continuous guidance through ongoing management to help achieve client goals.
Before working with Savvy, Matt was a founding partner of True Harvest Private Wealth. He completed his business degree at Olivet Nazarene University, and holds the Chartered Financial Consultant® and CERTIFIED FINANCIAL PLANNER™ designations, both of which he received through a program with American College.
Matt works with clients spanning the Chicago area to Colorado. He takes a hands-on approach while upholding charitable giving planning as a central focus. Giving back is a driving force behind most of his strategic recommendations to spread goodness alongside supporting clients’ financial stability.
While originally from Chicago, Matt currently resides in Colorado with his wife and three sons. He is active in his community, serving as the Chairman of the Fire Foundation of Colorado Springs, a member of the El Paso County Bar Association, and a member of the finance committee at his church. In his personal life, Matt is active in his church and supports missions related to Haiti. He also enjoys hiking, surfing, roasting coffee and spending time with his family.
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How did you become a financial advisor?
My career began 20 years ago, after learning about compounding interest in my college finance classes. It might sound a bit nerdy, but to me, it revealed that anyone, regardless of income, could build significant savings over time. All it takes is patience and discipline.This experience inspired me to dive into the world of financial planning.
What types of clients do you work with?
I work with a range of clients, specifically business owners and pre and post retirees, however, most of my clients could be considered philanthropic business owners preparing for an exit. I also enjoy working with individuals from various generations and all walks of life, looking to find efficient ways to help them achieve their financial goals.
What areas of expertise do you have?
My background spans philanthropic planning to charitable giving, both allowing clients to make a meaningful impact while maximizing tax benefits and creating a legacy that aligns with their values and financial goals. I also have a strong focus on business exit planning in my practice, where I help clients build a succession plan that encompasses the right strategies depending on their needs.
What kinds of strategies do you help clients with?
As an advisor who focuses on business exit planning, succession planning is a common area I work on with my clients. Business succession comes with complex financial considerations, but I work closely with my clients to explore and implement strategies that help refine their plans.
What is your favorite part of working with clients?
My favorite part of working with my clients is building lifelong relationships that extend far beyond just managing their wealth. I find it fulfilling to be a trusted partner in their journey, helping them navigate major life milestones. Being there to celebrate their successes and providing guidance during challenges is what makes this work so meaningful to me.
What is it like partnering with Savvy?
Partnering with Savvy has been transformative for me, thanks to their dedicated team that genuinely cares about making a difference. Their innovative thinking and commitment to delivering on promises align perfectly with my approach to client service. By tapping into their expertise and forward-thinking strategies, I’m able to offer my clients personalized solutions and the confidence that they’re supported by a team that truly wants to help them succeed.
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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. Savvy Advisors is an investment advisor registered with the Securities and Exchange Commission (“SEC”). True Harvest Private Wealth is used as a marketing name only and is not separately registered. All advisory services are offered through Savvy Advisors.
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