About
Matthew has served in the financial services and banking industry since 2010. He worked at Wells Fargo and U.S. Bank before becoming a financial planner at Fidelity Investments. He went on to become a Vice President, Financial Advisor at PNC and a Wealth Management Advisor at TIAA before joining Wealth Enhancement Group in July 2023.
In his current role, he helps clients achieve their financial goals by taking an individualized, customized approach to the planning process. He uses a comprehensive wealth management strategy that includes Asset Management, Portfolio Construction, Tax Strategies, Incapacity Planning, Estate Planning, Wealth Distribution and Philanthropic Planning.
Matthew lives in Westminster, Colorado with his wife and two children. He enjoys hiking, skiing and spending time outdoors
Contact Matthew: (720) 912-3551
Education
- BA - History, Metropolitan State University of Denver
Resources from Matthew Baity
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Contact me via email or me at the top of the page.
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