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Bott Wealth Advisors takes a comprehensive look at your retirement readiness, portfolio performance, tax efficiency, and risk exposure, and then gives you a clear, honest picture of where you stand. Our advisors bring over 30 years of experience and a 90%+ client retention rate, so you get guidance you can act on with confidence.
Retire with Confidence
Risk-Managed Investing
Tax-Smart Wealth Growth
Comprehensive Ongoing Planning
Bott Wealth Advisors provides personalized financial planning and wealth management for professionals, families, retirees, and business owners throughout Colorado and across the United States. Our mission is to help you make informed financial decisions through experienced guidance, disciplined investment strategies, and long-term relationships built on trust.
Expert Financial Planning and Wealth Management You Can Trust
WHY CHOOSE US
Your Wealth,
Handled with Purpose
We bring big-firm expertise to every client relationship without the big-firm runaround. Our advisors coordinate your retirement, tax, insurance, and estate strategies so your financial life moves in one clear direction. With a 90%+ client retention rate and three decades of proven results, we deliver the personalized attention your wealth deserves.
From retirement and tax strategies to investments, insurance, estate planning, and business solutions, we provide a comprehensive roadmap designed to protect your wealth, secure your future, and support lasting success.
Bott Wealth Advisors is a Colorado-based wealth advisory firm serving professionals, families, and business owners with $500,000 or more in investable assets. With over 30 years of experience and a FINRA-registered team affiliated with CreativeOne Securities, we bring the expertise of a top-tier firm to every client relationship while providing the personal attention you'd expect from a trusted partner. We believe financial planning should be clear, collaborative, and built around your life, not just your portfolio. Our 90%+ client retention rate reflects a simple truth: when clients feel understood, results follow.
Don't miss your free review! Complete the short form to schedule your complimentary consultation. We'll review your current financial strategy, answer your questions, and help you identify opportunities to strengthen your retirement and overall financial plan with absolutely no obligation.
Fill Out the Form
Provide basic information through our quick, user-friendly form.
Meet Your Advisor
Connect with one of our advisors for a no-pressure, personalized strategy conversation.
Get Your Custom Plan
Receive a clear, comprehensive financial roadmap built around your goals.
Personalized Financial Planning
Every strategy is tailored to your goals, lifestyle, and long-term financial priorities.
30+ Years of Experience
Decades of trusted financial planning and wealth management expertise.
Tax-Smart Wealth Strategies
Helps reduce taxes while maximizing your long-term wealth potential.
Long-Term Trusted Partnership
Ongoing guidance and proactive support as your financial needs evolve.
Built Around
Your Goals
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Smarter Planning. Stronger Results.
OUR SERVICES
The Advisors Who Actually Know You
3 Simple Steps
to Clarity
Expert Financial Planning and
Wealth Management You Can Trust
Bott Wealth Advisors takes a comprehensive look at your retirement readiness, portfolio performance, tax efficiency, and risk exposure, and then gives you a clear, honest picture of where you stand. Our advisors bring over 30 years of experience and a 90%+ client retention rate, so you get guidance you can act on with confidence.
The Advisors Who Actually Know You
Bott Wealth Advisors is a Colorado-based wealth advisory firm serving professionals, families, and business owners with $500,000 or more in investable assets. With over 30 years of experience and a FINRA-registered team affiliated with CreativeOne Securities, we bring the expertise of a top-tier firm to every client relationship while providing the personal attention you'd expect from a trusted partner. We believe financial planning should be clear, collaborative, and built around your life, not just your portfolio. Our 90%+ client retention rate reflects a simple truth: when clients feel understood, results follow.
Retire with Confidence
Risk-Managed Investing
Tax-Smart Wealth Growth
Comprehensive Ongoing Planning
Complimentary Retirement & Financial Second Opinion
Get a professional review of your current financial strategy, including your portfolio, retirement readiness, tax efficiency, investment risk, and income plan. You'll receive personalized insights with no obligation.
SPECIAL OFFER
Build a personalized financial roadmap that supports your retirement goals, protects your family, prepares for major life events, and helps you make smarter financial decisions with confidence.
Include
• Retirement Planning
• Tax Planning Strategies
• Estate Planning Coordination
• College Funding Planning
• Insurance Planning
• Retirement Income Strategies
Protect and grow your wealth through personalized investment strategies, ongoing portfolio management, and proactive guidance designed to keep you focused on your long-term financial goals.
Include
• Investment Management
• Portfolio Reviews
• Risk Management
• Tax-Efficient Investing
• Wealth Preservation
• Ongoing Financial Reviews
ABOUT US
Matt Bott
Founder & Financial Advisor
Matt Bott helps individuals, families, and business owners build personalized financial strategies for long-term success.
With over
30 Years of Experience
Claim Your Complimentary Financial
Second Opinion
Your Wealth,
Handled with Purpose
We bring big-firm expertise to every client relationship without the big-firm runaround. Our advisors coordinate your retirement, tax, insurance, and estate strategies so your financial life moves in one clear direction. With a 90%+ client retention rate and three decades of proven results, we deliver the personalized attention your wealth deserves.
ABOUT US
SPECIAL OFFER
Complimentary Retirement & Financial Second Opinion
Get a professional review of your current financial strategy, including your portfolio, retirement readiness, tax efficiency, investment risk, and income plan. You'll receive personalized insights with no obligation.
HOW IT WORKS
3 Simple Steps to Clarity
Ready to See Where You Really Stand?
Bott Wealth Advisors is a Colorado-based wealth advisory firm serving professionals, families, and business owners with $500,000 or more in investable assets. With over 30 years of experience and a FINRA-registered team affiliated with CreativeOne Securities, we bring the expertise of a top-tier firm to every client relationship while providing the personal attention you'd expect from a trusted partner. We believe financial planning should be clear, collaborative, and built around your life, not just your portfolio. Our 90%+ client retention rate reflects a simple truth: when clients feel understood, results follow.
The Advisors Who Actually Know You
The Advisors Who Actually Know You
Bott Wealth Advisors is a Colorado-based wealth advisory firm serving professionals, families, and business owners with $500,000 or more in investable assets. With over 30 years of experience and a FINRA-registered team affiliated with CreativeOne Securities, we bring the expertise of a top-tier firm to every client relationship while providing the personal attention you'd expect from a trusted partner. We believe financial planning should be clear, collaborative, and built around your life, not just your portfolio. Our 90%+ client retention rate reflects a simple truth: when clients feel understood, results follow.
ABOUT US
ABOUT US