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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THE FIAT APPROACH

RETIREMENT: REDEFINED.

At Fiat Wealth Management, stewardship is at the heart of everything we do. We help individuals and families make intentional decisions with clarity and confidence, always keeping long-term impact and legacy in mind. Our process is designed around what matters most to you.

1
STEP ONE

UNDERSTANDING
YOUR RETIREMENT

We start by understanding you, your goals, and your vision for retirement. It's about knowing what matters before deciding what comes next.

2
STEP TWO

DESIGNING
YOUR RETIREMENT

Education is the foundation of our process. Together, we build a thoughtful financial strategy that connects your goals with a clear plan for the future.

3
STEP THREE

YOUR RETIREMENT:
REDEFINED

The best plan is one you can follow. As life changes, we're here to help you navigate decisions and move forward with greater confidence.

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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Estate Document Creation
*Through Strategic Partnership
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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

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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