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.

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Minneapolis, MN

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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.

Matthew FinleyJacob LaRue
OUR TEAM:

Abbey Marquardt

Brandon Hebert

Emily Peterson

Grace Hennen

Karissa McLaren

Learn more about Perspective 6
How matt works with clients
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“After we organize a client’s values, goals, and money into an understandable plan, they can focus on other important parts of their lives.”

Meet with Matt

How can I help?

Retirement Planning

DREAMS INTO ACTIONABLE PLANS
Transition into your golden years with confidence, regardless of age. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans with confidence and peace of mind.
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Succession Planning

ESTABLISH YOUR BUSINESS SUCCESSION PLAN
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.
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Income Planning

UNDERSTAND YOUR INCOME STREAMS
Understand your income with an annual plan showing where cash flow is generated, and why. This weaves together Restricted Stock Units (RSU) flows, stock option exercises, long-term capital gains, Roth Conversions, etc.
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Monthly recaps on financial markets. Stay in the loop with Matt.

Get to know Matt

Matt Nelson is a 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. 

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How did you become a financial advisor?

I got my start in the financial industry just two years before the 2000-2002 tech crash. Later, I managed investment assets and financial planning services at Wings Financial Federal Credit Union. In 2006, I became an independent financial advisor to better serve my clients. Since then, our current team’s growth has allowed me to focus on research, planning, and educating clients on how to improve their financial lives and find financial freedom.


What types of strategies do you usually help clients with?

Our strategies are unique to each client, but we can help clients with: 

  • Stock compensation strategy that involves how to optimize Restricted Stock Units (RSUs), Incentive Stock Options (ISOs), and Non-Qualified Stock Options (NSOs)

  • Tax planning and mitigation in areas such as stock compensation, retirement income, investment portfolios, estate tax, and charitable giving

  • Retirement income planning, such as where and how much to save, what accounts to spend from in retirement, and how to coordinate with other income sources

  • Investment management focused on capturing returns from the market with a manageable amount of risk, while keeping portfolio costs low, and planning for when and how to sell and utilize investment returns

What types of clients do you work with?

Our team works with employees with stock compensation in both private and public companies, as well as consultants and business owners. We place special emphasis on serving the MedTech industry as we are familiar with their specific needs. Our team also helps those who are retired or soon-to-retire navigate the next phase of their lives.


WHAT'S YOUR FAVORITE PART ABOUT WORKING WITH CLIENTS

I really enjoy seeing clients experience a sense of relief and calm as we help them clarify what they want to accomplish financially. After we help organize their values, goals, and money into an understandable plan, they have more energy and focus for other important parts of their lives.



What areas of expertise do you have?

Our team holds expertise across stock compensation planning, tax mitigation, retirement planning, and investment management. 

Working with Savvy

Partnering with Savvy has provided a robust, streamlined, and forward-thinking platform that we can leverage to service our clients better than ever before. The more tedious and time-consuming tasks our team can offload to their technology, the more time we can spend researching, planning, and talking with clients to add greater value to their lives.


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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.

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.

Michael McCarthy, CFP®

Investment Operations & Client Experience Lead

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Mike has been in the wealth management industry for 10 years, beginning his career at BNY Mellon’s Silicon Valley office. There, he learned the intricacies of wealth management and discovered his passion for helping families achieve their financial goals. He later became a Portfolio Manager at an ultra-high net worth RIA in Boston, where he honed his skills in developing custom investment strategies for clients.

Inspired by Savvy’s mission to bring a tech-focused energy to the wealth management industry, Mike joined the firm in July 2022 to drive the launch and continued evolution of their advisory capabilities. At Savvy, Mike has played a key role in developing, launching, and managing the in-house investment solution, Savvy Wealth Investment Management (“SWIM”). He also leads Savvy’s Client Experience Team, partnering closely with associates and advisors and aimed at  producing best-in-class services for their clients.  

Mike is a graduate of Northeastern University and holds his Certified Financial Planner™ (CFP®) designation. He resides in New York with his wife, Alex, and their golden retriever, Bondi.

Book time with one of our Savvy Advisors today

Abbey Marquardt

Practice Manager

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As Practice Manager, Abbey Marquardt, is the team lead for client services and ensures exceptional communications and service to clients. Previously, Abbey worked for 10 years in customer service and management positions. In 2018, Abbey joined Perspective 6 Wealth Advisors.

As a Colorado native, Abbey enjoys outdoor activities and spending time at their family cabin with her husband, Alex, and their two sons, Oliver and Wyatt. When she isn’t chasing her toddler or changing diapers, she relaxes by playing golf, cooking, or reading.

Brandon Hebert

Senior Client Service Associate

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As a Client Service Associate, Brandon Hebert strives to create and execute streamlined, effective processes that work closely with clients’ goals. He is always ready to address any questions or requests clients may have. He believes in finding and maximizing efficiencies for Perspective 6 Wealth Advisors so clients are served promptly and thoughtfully.

In 2013, Brandon started his career in the financial industry at Focus Financial Network as an intern, where he gained experience and knowledge by working with multiple financial advisors. In 2018, he joined Perspective 6 Wealth Advisors full-time as a Senior Client Service Associate.

Brandon spends his time in the chain of lakes near Uptown Minneapolis, as he enjoys running and walking throughout the year. He loves spending time with his family, being entertained by his niece and nephews, and watching football.

Emily Peterson

Marketing & Communications Coordinator

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In 2023, Emily Peterson began working for Perspective 6 as a Client Service Associate and has since transitioned into a role as the Communications & Marketing Coordinator. Emily uses her skills in customer service and office management to maintain a warm and welcoming client experience at Perspective 6 Wealth Advisors. 

Emily enjoys spending her time with loved ones, especially her partner, Nick, and their two dogs, Albert and Auggie. Together, they love to travel near and far to spend time in nature or rock out to their favorite bands. In her spare time, Emily can be found digging in her garden or checking out a local restaurant.

Grace Hennen

Financial Planning Associate

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After she graduated from college in 2024, Grace began working with Perspective 6 Wealth Advisors as a Financial Planning Associate. Grace is passionate about financial planning and helping people achieve their goals. As a Financial Planning Associate, Grace is responsible for ongoing financial planning analysis and research and portfolio maintenance. In addition, Grace assists clients with day-to-day activities such as ensuring our financial planning data is up to date or helping clients with account-related questions. 

Grace enjoys spending time with her family and their two dogs, Tango and Frankie. In her free time, Grace enjoys being with her friends, spending the day on the lake, and camping with her dad.

Karissa McLaren

Financial Planning Associate

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Following her graduation in 2024, Karissa McLaren began working for Perspective 6 Wealth Advisors as a Financial Planning Associate. During her time in college, she discovered her passion for serving others in various capacities. That passion, coupled with her interest in finance and investments, has led her to a career in financial planning with the aspiration of becoming a licensed Financial Advisor. Karissa looks forward to learning the depths of the industry and forming relationships with clients.

Karissa enjoys spending her free time in the great outdoors. You’ll often find her going on a run, reading a good book, traveling to a new place, or spending time with loved ones.