Matthew Finley
Minneapolis, MN
“My approach to financial services is one of extensive research and due diligence when planning and selecting investments for clients.”
Matthew’s investment philosophy involves creating proper risk-managed portfolios based on the client’s desired goals in combination with identifying pitfalls that can occur over a lifetime of savings and income needs.
Matthew’s expertise spans active investment management with a focus on risk management. Matthew also actively participates in our planning team with a focus on tax planning and cash flow analysis for retirement needs.
Matthew’s clients are primarily within the MedTech and small business space. He has a dedicated focus on retired and soon-to-be retired clients.
When I was younger, my grandfather began teaching me about the stock market. Little did I know this would plant a seed that would later bloom into a wonderful career. Initially, I resisted the urge to work in finance during college and instead went down a different path. After a number of years working as a researcher and in sales, I made a career change into the finance world because I wanted to help people with their financial decisions starting in 2009.
I employ a conversational approach in building relationships and trust with clients. I believe it’s critical to hear a client's needs and concerns to help shape the strategies that meet the client's vision of their financial success.
Although I work with clients from diverse backgrounds, such as MedTech, small business owners, and others, I focus on retired and soon-to-be retired clients.
My favorite part about working with clients is forming long-standing friendships and trust that have helped many get through otherwise difficult times. I love providing peace of mind so clients can focus on what matters in their lives.
My role at Perspective 6 Wealth Advisors is Director of Investment Management. My expertise spans active investment management with a focus on risk management. I also assist our planning team with tax planning and cash flow analysis for retirement needs.
As a former research microbiologist with several patents, my approach to financial services is one of extensive research and due diligence when planning and selecting investments for clients. My investment strategy is formed around creating proper risk-managed portfolios based on the client’s desired goals in combination with the pitfalls that can occur over a lifetime of savings and income needs.
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.
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.
