FIAT WEALTH MANAGEMENT

Financial Planning for Those Nearing or in Retirement.

Helping families take away the fear of spending their money in retirement

Wealth working for you

For years, our industry has taught you how to save your money for retirement (i.e. "work for your wealth"). Where our industry has fallen short is actually pivoting/planning for the descent down the mountain. Creating a plan that aligns with your needs and wants in retirement often requires renovation to ensure it's set up efficiently. At Fiat, we are intentional planners and we ensure that every dollar you have earned has a purpose intended to achieve your goals.

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DESIGNED FOR RETIREMENT
Retirement Renovation Process™

Over the years, we've found that most decisions in retirement fall into one of these five core areas:

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Estate

Your estate is the home itself—what you currently have and what is left for your heirs. We help you make a plan for today, and your family's tomorrow.

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Cash Flow

We relate cash flow to how much it costs to maintain the home. The better you manage cash flow, the more you have to spend throughout retirement.

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Taxes

We view taxes as the utilities in your plan—the more usage, the higher cost. We check to see where the leaks are & how to fix them. Avoid overpaying the IRS.

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Insurance

Insurance is the roof of your house. It's what's used to protect you from the outside elements you can't control. A roof that's not structurally sound can cause problems when outside elements out of your control roll through - and a result can be heartache & hardship.

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Investments

Just as your foundation is essential to supporting your house, your investments are the same to your financial plan. A bad foundation will cause problems in your home that cost money to fix, the same can be said for your investments in your financial plan.

The Retirement Renovation Process™

Click below to learn more about how we help families plan for retirement and beyond:

See the Process™
Take the fear out of spending your money in retirement.

Many of today’s retirees have been so focused on the “saving” part of life that they are at a loss when it comes to the fun part - spending. And believe us when we say that spending your hard-earned money - strategically & safely - is the most fun you'll ever have in retirement.

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How We Add Value
Fiat Wealth Management
Average Advisor
Institutional Investment Management
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Retirement Income/Distribution Planning
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Back Office Support
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Proactive Tax Planning
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Annual Tax Report
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Exclusive Events & Happy Hours
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Tax Filing
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WHO WE ARE AND WHAT WE DO
The Name Fiat
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We are not a spin-off of the Fiat motor company or a cryptocurrency brand...

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In economic textbooks, the term fiat currency is loosely defined as faith-based currency. Without some amount of faith in each other, economic relationships both on a large and small scale cannot exist. Trust is the bedrock of our work at Fiat Wealth Management.

Meet the Team
See how we help renovate your retirement

At Fiat Wealth Management and Fiat Insurance Services, we will be your trusted guide to success through each stage of financial planning, including a comfortable retirement. We are a Fiduciary RIA firm that focuses on 'pulling back the curtain' on the traditional financial advisory world. Fiat will guide you through the process of constructing a personalized blueprint and act as your general contractor throughout the design of your plan. When you come visit with us, expect to broaden your knowledge about the financial world we live in today.

See the Retirement Renovation Process™

Explore Fiat University.

Click the below tabs to access our different financial education content, events, and more:

Every Day is Saturday

Our job begins where most advisors stop—saving money is great, but how do you spend it without risk in retirement? Welcome to Every Day is Saturday with Brad Gotto and Matt Stahl, partners and private wealth managers at Fiat Wealth Management.

In this podcast we help guide you to think about your money in a practical sense and make the boring and complex financial decisions, fun, informative and educational. Join us on this journey where Brad and Matt will explore different strategies on how to spend your money without guilt and have peace of mind knowing you are spending it the optimal way in retirement.

You’ve saved money for a lifetime. Now it’s time to spend it.

In Spending Money and Having Fun, Retirement Income Certified Professional Brad Gotto teaches you how to be smart about spending so you can stop worrying and live the life you want. Old habits are hard to break, but Brad helps you embrace the counterintuitive and build new habits to support your next chapter. You’ll learn how to:

  • Change your mindset around spending

  • Create boundaries that buy you freedom

  • Gain peace of mind with concepts that take the guesswork out of your financial requirements

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