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Matthew Foertsch

Advisor at Athena Wealth Management, LLC

Updated today

Location

Reno, NV 89509

Credentials

Series 66

Industry experience

15 years

About

Matthew Foertsch is a financial advisor with Athena Wealth Management, LLC in Reno, NV, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at BlackRock and Cetera Advisors LLC. Outside of advising, he is an insurance agent selling life insurance and annuities and serves as a trust protector for two irrevocable trusts. Athena Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, as well as trusts, estates, and business entities. The firm offers tailored portfolio management with a multifaceted investment approach that includes fundamental, quantitative, and technical analysis, along with the use of Orion strategist models and, when appropriate, margin and derivatives.

Client services

Based on Athena Wealth Management, LLC

Financial planning Portfolio management

Expertise

Based on Athena Wealth Management, LLC

Equity compensation tax strategy Options & derivatives strategies Private / alternative investments Charitable giving tax strategies

Fee options

Fixed

Flat fees for financial planning and consulting services range from $1,000 to $10,000

Commissions

Commissions received from securities sales and insurance products by representatives who are registered representatives and insurance agents

Project-based

Up to $500 per hour for financial planning and consulting services

Other

Account minimum: $500,000 Fee-only: Hourly fee up to $500/hr; Flat fees range from $1,000 to $10,000 for financial planning and consulting services

Location

540 W. Plumb Lane, #201

Reno, NV 89509

Most active in

California · Florida · Nevada · Texas

Work history

Fortune Financial Services, Inc.

2022 - Present (4 years)

Athena Wealth Management, LLC

2022 - Present (4 years)

Cetera Advisors LLC

2017 - 2022 (5 years)

MW Wealth Advisors

2017 - 2018 (1 year)

BLACKROCK

2014 - 2017 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 65

Reno, NV

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Christian Hatch is the sole advisor at Hatchet Financial, LLC, an independent firm based in Reno, NV. He holds a Series 65 designation and has four years of industry experience, including roles at Nevada Retirement Planners and Pathfinder Wealth Management. Outside of his advisory work, he is employed full-time as a security officer at Switch, Inc. Hatchet Financial provides investment management and financial planning services primarily for individual clients, including some high-net-worth individuals. The firm’s approach incorporates asset allocation and Modern Portfolio Theory, blending passive and active strategies tailored to client risk tolerance and objectives.

Business sale tax planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Series 63, Series 65

Reno, NV

Wolf Pack Wealth

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Retirement income strategy General tax planning Business ownership considerations Private / alternative investments Founder/Business Owner Retired Young Professionals Mid-Career Professionals
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Brian L

CFP®, Series 66

Reno, NV

Softwealth

Brian Lowrance is a CFP® with 12 years of industry experience and has been the sole advisor at Softwealth since 2015. He holds a Series 66 license and operates out of Reno, NV. Outside of his advisory work, Lowrance has a minority interest in an automobile repair business. Softwealth is an independent registered investment adviser that manages approximately $17 million in client assets for a small client base including individuals, trusts, charities, and small businesses. The firm employs a range of investment strategies such as fundamental and technical analysis, modern portfolio theory, and targeted asset allocation, offering both discretionary and non-discretionary portfolio management without a minimum account size.

Wealth management Active portfolio management Concentrated stock management
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Lee H

CFP®, CFA®, Series 63, Series 65

Reno, NV

Firmament Financial

Lee Hernandez is a CFP® and CFA® with six years of industry experience, currently serving as the sole advisor at Firmament Financial in Reno, NV. His prior work includes roles at Catholic Charities of Northern Nevada, Lumos & Associates, Inc., the University of Nevada, Reno, Monarch Casino and Resort, Inc., and AES Corp. Hernandez also provides tax preparation services to advisory clients through Firmament Financial. Firmament Financial offers tailored investment management, comprehensive financial planning, and tax return preparation to individuals, businesses, and charitable organizations. The firm focuses on asset-allocation-based, primarily passive portfolios using index mutual funds and ETFs, while also incorporating various analytical methods and derivatives strategies, and is distinguished by its combined advisory and public accounting services.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Executive Mid-Career Professionals
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John J M

Series 66

Reno, NV

Klaraos, LLC

John J Mueller is a financial advisor at Klaraos, LLC with 19 years of industry experience. He holds a Series 66 credential and has been with Klaraos since 2008. In addition to his advisory role, he manages several miscellaneous business ventures unrelated to investment activities. Klaraos, LLC provides portfolio management, financial planning, and consulting services to a diverse client base including individuals, estates, corporations, pension plans, and charitable foundations. The firm employs a combination of fundamental and technical analysis to develop individualized investment strategies across various asset classes and offers both discretionary and non-discretionary account management.

Private / alternative investments Options & derivatives strategies Active portfolio management Real estate investing Founder/Business Owner
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Caleb L

Series 63, Series 65

Reno, NV

Caleb Lawrence Registered Investment Adviser Inc.

Active portfolio management Retirement plans for business owners (SEP, solo 401k)
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