Big-Firm Expertise. Boutique Service.
Personalized financial guidance for professionals and families with $500k+—served with clarity, warmth, and a dash of humor.
Our mission
Helping accomplished professionals and families make smart financial decisions—with the expertise of a top-tier firm and the personal touch of a trusted advisor.
Why Choose Us
Why Choose Bott Wealth Advisors?
With over three decades of experience and a client retention rate above 90%, we deliver results through personalized service and disciplined investment strategies.
Boutique Experience, National Reach
Get the expertise and resources of a top-tier firm, but with direct access to your advisor and a relationship that lasts. We treat every client like family—not just a number.
Virtual-First, Always Accessible
75% of our meetings are virtual, so you can get expert advice from anywhere. Prefer in-person? We're here for that too.
Your Wealth, Your Way
We specialize in helping clients with $500k–$1M+ investable assets who want premium, strategic advice—without the "big firm" minimums or red tape.
More Than Numbers
We're serious about your financial goals, but believe the journey should be approachable (and maybe even a little fun). Expect education, support, and the occasional dad joke.
Holistic, Ongoing Planning
We don't just set and forget. Our clients average 5+ years with us, and we proactively review your plan, investments, and life changes—so you can move forward with confidence.
What We Offer
Tailored Wealth Management Solutions
From retirement and estate planning to tax mitigation strategies and company retirement plans, we provide comprehensive financial guidance. Every client receives a complete financial plan at no charge, with the expectation that we'll work together to bring it to life.
Financial Planning
Comprehensive planning for professionals and families—covering retirement, estate, college funding, and your most important life goals.
Tax Mitigation & Retirement Income
Specialized strategies that help clients save an average of 30–35% on taxes. We focus on building tax-free wealth for your retirement and legacy.
401(k) & Company Retirement Plans
Part of a $1.3 billion solution with 50+ specialist advisors nationwide. We reduce liability for business owners and deliver price-competitive plans.
Insurance & Risk Management
Strategic insurance solutions including term and Indexed Universal Life policies for cash accumulation, death benefit protection, and peace of mind.
Estate & Legacy Planning
Protect what you've built and ensure your legacy is preserved. We collaborate with estate attorneys and CPAs to create a seamless plan.
Nationwide Service
Virtual or in-person—we serve clients across all 50 states. 75% of our meetings are virtual, so expert advice is always within reach.
Not sure if you fit the "typical" client? If you value professional advice and want a relationship with someone who gets to know you (not just your portfolio), you're in the right place.
About
Meet Matt Bott
With 30+ years helping clients make smart financial decisions, Matt founded Bott Wealth Advisors with a singular mission: to deliver big-firm expertise with boutique, personal service.
A former president of a broker dealer with multiple FINRA licenses, Matt brings deep expertise in wealth management, tax strategies, and retirement planning. He's been passionate about the markets since 1994.
Family-oriented and Colorado-based, Matt is driven by a love for helping others succeed—and a belief that finance should feel a little less intimidating. Based in Highlands Ranch, he serves clients nationwide through both virtual and in-person meetings.
Ready to Experience the Bott Wealth Difference?
Let's connect for a no-pressure, virtual or in-person consultation. We serve clients throughout Colorado, Iowa, and nationwide.
Frequently Asked Questions
Here are answers to the most common questions we receive from prospective clients.
Our advisory fee is approximately 1% of managed assets and covers all of our time, expertise, and the costs of private money managers who actively manage your portfolio. This comprehensive approach ensures your investments receive professional oversight and strategic guidance.
Most clients complete our onboarding process within one month. We start with an introductory call to assess fit, followed by a discovery meeting to understand your goals, and then present your customized financial plan. Once you're ready, we implement your strategy together.
While our ideal clients have $500,000 or more in investable assets, we work with a range of clients. Our average portfolio size is $250,000–$300,000, and we primarily serve pre-retirees and retirees aged 40–65 who value professional guidance.
Our tax mitigation clients typically save 30–35% on average. We specialize in building tax-free wealth through strategic planning, particularly for clients over 50 with portfolios of $500,000 to $1 million or more. These strategies are customized to your specific situation and long-term goals.
Absolutely! 75% of our meetings are virtual, so you can get expert advice from anywhere in the country. We serve clients across all 50 states. If you prefer in-person, we're happy to accommodate that too from our Highlands Ranch, Colorado office.