Denver, CO
Matthew Conley
Hi there, I’m Matthew, and I help individuals and families bring clarity and purpose to their financial lives. I offer comprehensive financial advising beyond just investments — focusing on your full financial health, with a holistic view of where you are now and where you want to go.
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Savvy Investment Team
Avi Claire Chabot
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Avi Claire Chabot is a driven client service professional with a strong background in financial operations, relationship management, and high-touch client support. She brings more than five years of experience in the finance industry, where she developed strong skills in attention to detail, clear communication, and delivering a smooth, supportive client experience. She brings expertise in onboarding, operational workflows, and collaborative problem-solving, always aiming to make interactions efficient and seamless.
Avi Claire holds a Bachelor’s degree in Media Studies from the University of Colorado Boulder and has completed the Intuit Academy Bookkeeping Specialization, strengthening her foundation in accounting and financial operations. She combines her analytical skill set with a people-first mindset, striving to make complex processes feel approachable and to support others with patience and clarity.
Outside of work, Avi Claire lives in Denver with her boyfriend and their dog, Mowgli. She enjoys spending time with her family, traveling, photography and any activities that bring creativity and balance to her life.
I aim to create a planning experience where clients feel informed, supported, and fully understood. My focus is on clarity over complexity—helping people see the full picture so they can make decisions that align with their goals and values.
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TAKE CONTROL OF YOUR FINANCIAL FUTURE
Financial Planning & Analysis
Personalized wealth management helps our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
PRESERVATION OF YOUR LEGACY
Estate & Trust Planning
We specialize in making the often complex and emotionally charged process of trust and estate planning as seamless as possible ensuring the security and preservation of a client's legacy for future generations.
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.
STRATEGIC, DATA-DRIVEN INVESTING TO TARGET AMBITIOUS RESULTS
Investment Management
End-to-end investment management focused on tailoring portfolios to each client’s specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation along with current economic data to optimize your portfolio's risk and return.
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Matthew
Matthew is an Associate Wealth Advisor at Colorado Wealth Group. Matthew graduated with his BA in Finance with a certificate in Business Law from the University of Cincinnati. He brings with him experience in the financial services industry and holds his Series 65 and the CERTIFIED FINANCIAL PLANNING (CFP®) designation. He is thrilled to have joined the CWG team where he can continue learning and get to know the clients. Outside of work, Matthew moved to Colorado in late 2022 from Cincinnati, Ohio. He spends his time skiing in the winter, and in the spring/summer he enjoys hiking, camping and golfing, but once fall comes around it is all about his Cleveland Browns.
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How did you become a financial advisor?
I became a financial advisor because I’ve always been drawn to helping people make sense of their financial lives. Money influences so many decisions, but it’s often presented in ways that feel complicated or inaccessible. I wanted to be in a role where I could simplify those concepts and give people a clearer understanding of how their financial world fits together. That belief — that everyone deserves a clear, understandable roadmap for their money — is what guided me into this profession and continues to shape how I approach my work today.
What types of clients do you work with?
I typically work with small business owners, retirees, pre-retirees, and high-income earners who value clarity, transparency, and a practical approach to managing their wealth. Many of the people I work with are navigating important transitions, balancing multiple priorities, or managing growing financial complexity.
What areas of expertise do you have?
My expertise includes investment management, financial planning, and building strong client relationships. I focus on bringing together a comprehensive view of a client’s financial picture — from assets and cash flow to tax considerations and long-term planning — and helping them understand how these pieces connect.
What kinds of strategies do you help clients with?
I frequently help clients with tax-aware planning, investment alignment, and cash-flow structure. This often includes identifying ways to better organize their finances, evaluate options across different scenarios, and create a framework that helps them make informed decisions. Each strategy is tailored to the client’s individual goals, priorities, and circumstances.
What is your favorite part of working with clients?
My favorite part is seeing clients gain clarity and understanding around their finances. It’s rewarding to watch someone move from a place of uncertainty to feeling more organized, informed, and confident in the decisions ahead of them.
What is it like partnering with Savvy?
I appreciate the way Savvy integrates technology, investment capabilities, and a streamlined planning experience. The platform helps create simplicity for clients by bringing their financial information together in one place and supporting real-time collaboration.
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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.
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.
Colorado Wealth Group (“CWG”) is a financial services group offering investment advisory services through Savvy Advisors, Inc. (“Savvy”). Savvy is an investment advisor registered with the Securities and Exchange Commission (“SEC”). CWG is not a separately registered investment advisor.