At Solid Wealth Advisors, we utilize top global tools and strategies to produce a plan that builds strength and synergy. For our team, retirement planning is a process, not a transaction, and we address each aspect of planning individually.
We build and protect your wealth, creating worry-free income, and passing what you wish to your beneficiaries as tax efficiently as possible.
We hold ourselves to a client-first, fiduciary standard, ensuring our clients’ interests and benefits supersede any affiliation with our providers. Our independence is integral to the excellence we strive for while creating the retirement you deserve.
For more than a decade, Matthew has served as an advisor to advisors, assisting attorneys, CPAs and financial advisors by designing comprehensive solutions to safeguard their financial future. By representing a wide variety of carriers and strategies, Matthew is able to match each individual’s unique situation with the best and most affordable financial tools.
Matthew listens to your goals and needs, realizing the importance of building a solid retirement plan in today’s economy. His objective is to help you protect your life’s savings in a sensible and reasonable way, improving what you are already doing in your retirement plan.
As an Investment Advisor Representative, Matthew has combined the best of the insurance industry and the managed risk industry, developing unique retirement planning and asset protection strategies. He works side-by-side with clients to maximize their asset growth, reduce their income taxes, increase their income, and greatly safeguard their money from market losses and long-term care.
Sivea is a licensed health and life insurance agent and a member of Professionals for Seniors, an organization founded to bring together different aspects of care for those who service the senior community in Northern Colorado. Sivea’s mother lives with her and her husband, so she has experienced, firsthand, the health challenges of seniors. Because of a few insurance mistakes she experienced herself, Sivea works hard to help others avoid those same mistakes and protect their assets and future.
Sivea lives in Colorado with her husband and love of her life, Scott, and their two parakeets. She is an avid gardener and has won an award from Audubon for her landscape design.
After working as a project accountant for 4 years, Stefano Santori developed a passion for investments and retirement planning, built upon his core values of commitment, integrity, respect, and compassion. Stefano represents the fiduciary standard of care at the highest level.
Stefano serves as maneuver liaison and representative for Solid Wealth Advisors, LLC. He handles all recruiting and enrolling of clients into advisory services as well as Solid Wealth Advisor’s proprietary 401(k) maneuver tool. He has a high level of understanding of corporately provided defined contribution plans and how they may be optimized to reach their potential.
Stefano is a Colorado native who loves the outdoors and a healthy lifestyle and is an excellent cook. His hobbies include Cross-Fit training, travel, biking, and exploring the local restaurant scene.