Meet Matt Waters! Matt is a financial advisor in our Denver, CO office and enjoys creating simple, relatable solutions to complex situations. His primary objective is to consult with individuals, families, and businesses and get to know their values and hopes. Matt’s specialties are designing and implementing financial solutions for tax reduction, wealth accumulation, estate planning, and qualified plans in ways that feel relevant and authentically impacting.
Matt was born and raised in Lawrence, Kansas and graduated from the University of Kansas in 2003. He holds his FINRA Series 7, 63 and 66 registrations, as well as life and health licenses in several states.
Matt chose this field because of his desire to dedicate his career to the service of others. His greatest professional intention is to connect with his clients in a meaningful and trustworthy way, and to facilitate healthy guidance on behalf of their financial needs and goals.
Outside of work, Matt focuses on health and wellness, fun, and family. He enjoys skiing, golfing, hiking, and fly fishing in the great state of Colorado.
Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).
- Featuring Matt Waters - July 1, 2020
- Three Tax Savings Strategies to Consider Before Year End - December 12, 2018