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.
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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.
Colorado Springs, CO
“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”
Our Team
Derek and Matt have been colleagues for many years, first at Country Financial and then co-founding partners at True Harvest Private Wealth. Derek brings a wealth of experience from Raymond James and Country Financial, specializing in insurance and investment products. Meanwhile, Matt brings expertise in charitable giving planning from his experience as a wealth manager at Raymond James and brings a philanthropic lens to his work as a financial advisor.  Additionally, Michael Gaynor is a key member of the True Harvest team, bringing his experience in option trading, risk management and 401(k)s. Together, they create a strong and dedicated team focused on helping clients of all backgrounds navigate life’s challenges and achieve their financial goals.
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How can I help?
Legacy & Charitable Planning
Tax Optimization
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.
Succession Planning
Monthly recaps on financial markets. Stay in the loop with Matt.
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.
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.
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.Â
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. Â
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.
Clients often turn to me for guidance on navigating complex decisions and challenges. My approach is rooted in philanthropic and business exit planning, utilizing strategies specifically tailored to a client’s unique circumstances.
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.
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.
Book a 30-min introductory call with Joshua.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
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. Â
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.
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