Matt Nelson, CFP® AIF® ECA
Hi there! I’m Matt Nelson, a Wealth Manager from Minneapolis, MN, specializing in serving those in the MedTech industry 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.
Minneapolis, MN
Perspective 6
Wealth Advisors
We guide people to financial freedom by helping align their money with their values. Founded by Matt Nelson in 2006, Perspective 6 Wealth Advisors has spent nearly two decades helping MedTech professionals maximize their benefits, reduce their taxes, and plan for financial freedom. The Perspective 6 name comes from the art world. In a six-point perspective, the viewer sees a complete 360-degree view on a single surface. Similarly, Perspective 6 Wealth Advisors takes a 360-degree look at your entire life to help clients make smart decisions with their money.
“After we organize a client’s values, goals, and money into an understandable plan, they can focus on other important parts of their lives.”
How can I help?
Retirement Planning
Succession Planning
Income Planning
Let’s achieve
greatness together
My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.
My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.
Monthly recaps on financial markets. Stay in the loop with Matt.
Get to know Matt
Matt Nelson is a Principal 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.
Book a 30-min introductory call with Matt.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
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.
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