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Bott Wealth Advisors takes a comprehensive look at your retirement readiness, portfolio performance, tax efficiency, and risk exposure to provide a clear understanding of where you stand today. With more than 30 years of experience, our advisors help individuals, families, retirees, and business owners make informed financial decisions through personalized planning and comprehensive wealth management.
Retire with More Confidence
Risk-Managed Investing
Tax-Smart Wealth Growth
Comprehensive Ongoing Planning
Experienced Financial Planning & Wealth Management
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. We are proud of our very high 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 complimentary 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 established financial planning and wealth management expertise.
Tax-Smart Wealth Strategies
Helps reduce taxes while maximizing your long-term wealth potential.
Long-Term Personalized 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
Experienced Financial Planning & Wealth Management
Bott Wealth Advisors takes a comprehensive look at your retirement readiness, portfolio performance, tax efficiency, and risk exposure to provide a clear understanding of where you stand today. With more than 30 years of experience, our advisors help individuals, families, retirees, and business owners make informed financial decisions through personalized planning and comprehensive wealth management.
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 More 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 customized strategy that protects your business and your future, covering succession planning, buy-sell agreements, and key person protection so your legacy is secure regardless of what comes next.
Includes:
• Succession Planning
• Buy-Sell Agreement Review
• Key Person Insurance
• Business Exit Strategies
• Owner Retirement Planning
• Entity & Compensation Planning
Design and manage workplace retirement plans that benefit your employees and satisfy your fiduciary responsibilities, from initial plan setup to ongoing compliance and investment oversight.
Includes:
• 401(k) Plan Design
• Fiduciary Oversight
• Investment Menu Review
• Employee Education
• Plan Compliance & Reporting
• Third-Party Administrator Coordination
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. We are proud of our very high 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 firm serving professionals, families, retirees, and business owners across the Denver metro area for over 30 years. We specialize in retirement planning, business owner strategies, 401(k)s, insurance, and integrated wealth management, all built around your goals, not a generic template. We are proud of our very high client retention rate, reflecting coordinated guidance across investments, taxes, insurance, and estate planning under one roof. Registered with CreativeOne Securities, LLC (Member FINRA/SIPC), we deliver institutional resources with boutique-level attention, proudly rooted in Colorado and proudly serving the clients who call it home.
Built in Colorado. Built Around You.
Built in Colorado. Built Around You.
Bott Wealth Advisors is a Colorado-based firm serving professionals, families, retirees, and business owners across the Denver metro area for over 30 years. We specialize in retirement planning, business owner strategies, 401(k)s, insurance, and integrated wealth management, all built around your goals, not a generic template. We are proud of our very high client retention rate, reflecting coordinated guidance across investments, taxes, insurance, and estate planning under one roof. Registered with CreativeOne Securities, LLC (Member FINRA/SIPC), we deliver institutional resources with boutique-level attention, proudly rooted in Colorado and proudly serving the clients who call it home.
ABOUT US
ABOUT US
Protect what matters most with a comprehensive insurance strategy tailored to your life stage and financial goals, covering income protection, family security, and long-term care needs.
Includes:
• Life Insurance Analysis
• Disability Income Protection
• Long-Term Care Planning
• Business Insurance Review
• Policy Review & Optimization
• Estate & Legacy Coverage
Go beyond retirement with an integrated approach that coordinates every aspect of your financial life: investments, taxes, estate planning, and more, all working together toward your long-term goals.
Includes:
• Investment Management
• Tax-Efficient Strategies
• Estate Planning Coordination
• Portfolio Reviews
• Risk Management
• Ongoing Financial Reviews
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 experience and personal attention.
* Securities and Advisory Services offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Bott Wealth Advisors and CreativeOne Securities, LLC are not affiliated.
- Check the background of this firm on FINRA BrokerCheck
- View our Customer Relationship Summary (Form CRS)
-
Check the background of this firm on FINRA BrokerCheck
Regulatory Information
IMPORTANT
- Check the background of this firm on FINRA BrokerCheck
- View our Customer Relationship Summary (Form CRS)
- Member FINRA
- Member SIPC
IMPORTANT
Regulatory Information
📍 Bott Wealth Advisors, 7395 E. Orchard Road, Greenwood Village, CO 80111