Meet the Paradigm Family We help individuals and families build confident financial plans.
Finding Our Calling
A paradigm shift is a fundamental change in the way we see or approach something. It is an awakening that redefines our understanding and sets us on a new path.
Transitioning into retirement is one of life’s most profound paradigm shifts. It’s the moment where you move from building your wealth to truly relying on it. For many, this brings together a collection of scattered accounts, old policies and inherited assets. We help coordinate the pieces of your financial life into a single, cohesive strategy, allowing you to transition seamlessly into this next stage of your life.
Read on and meet the team ready to make your unique retirement dreams possible!
Matt Klaess
Founding Partner & Financial Advisor
Matt founded Paradigm Wealth Management with the goal of transforming how individuals approach retirement planning. With over 15 years in the banking industry prior to establishing his firm, Matt brings a wealth of experience and a unique perspective to financial advising. Matt is here to help you focus on what’s most important to you and the things you can control, so you can live your best life in retirement.
Matt holds a bachelor’s degree from Arizona State University and has passed the Series 65 securities exam. He holds life and annuity licenses. His experience spans market knowledge, tax and income planning and crafting personalized strategies that fit together like the pieces of a puzzle.
Matt lives in Greenwood Village, Colorado. Outside the office, Matt values family and community, having grown up in a family of eight siblings. He is a devoted father to his son, Sean, and you can find him spending his free time with his large family, playing golf or practicing hot yoga. Next time you connect, be sure to ask him about his favorite dog breed!
Favorite quote:
“Do the best you can until you know better. Then when you know better, do better.”
– Maya Angelou
Brittany Walter, CFP®
professional
Director of Wealth Planning & Financial Advisor
Cassius Klaess
Client Services Manager
Anna Lis
Client Services Manager
