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Best Wealth Advisors in Las Vegas
Best Las Vegas Wealth Managers
The Las Vegas-Henderson-Paradise region is home to a growing network of wealth advisors and wealth managers who guide families, professionals, and business leaders through every stage of financial planning. With Nevada’s dynamic economic environment and thriving retirement community, these advisors play a pivotal role in helping clients secure their futures while building legacies for generations to come.
At Digital Reference, we spotlight trusted advisors who bring experience, proven results, and genuine client impact. By curating leaders in wealth management, we provide a reliable guide to those shaping financial futures in the Las Vegas-Henderson-Paradise area.
🔦 Methodology: How We Chose These Wealth Advisors in Las Vegas
We selected each advisor based on a balanced review of professional achievements, local impact, and client recognition.
✨ Research-driven: Verified public results, case studies, and frameworks
💬 Client-reviewed: Real feedback and proven ROI
🏆 Industry-recognition: Awards, speaking engagements, and thought leadership in wealth management
📍 Location-based: Advisors and founders rooted in the Las Vegas-Henderson-Paradise community
These spotlights highlight advisors making a difference locally, ensuring clients receive not just strategies but trusted guidance for the long term.
🌟 Meet the Wealth Advisors Making Things Happen in Las Vegas
Melissa Matson
Founder and Independent Financial Advisor at MRS Wealth Advisors
Melissa Matson is the founder of MRS Retirement, where she helps individuals and families prepare for secure and confident retirements. Her expertise covers retirement income planning, wealth preservation, and legacy planning, always tailored to align with her clients’ unique life goals. With her background in both advising and education, Melissa has become a trusted figure in the region’s financial community.
Melissa is known for building retirement strategies that focus on clarity and peace of mind. From tax-efficient planning to guiding clients through long-term investment decisions, she works to ensure that retirement is not just financially possible, but enjoyable.
💡Why Melissa Matson stands out as a Wealth Advisor
👩🏫 Known for her client education and retirement-focused guidance
📊 Expertise in income planning, tax-efficient investing, and legacy planning
🤝 Trusted for her highly personalized and relationship-based approach
🌟 Recognized in the Las Vegas community as a dedicated retirement advocate
Kyle Price
Wealth Advisor at Kore Wealth Management
Kyle Price, CFP®, is a Certified Financial Planner specializing in holistic financial strategies that balance risk management with long-term growth. He has helped families, professionals, and retirees create tailored roadmaps for building and protecting wealth. Kyle’s expertise includes retirement planning, wealth accumulation, and navigating market shifts with confidence.
Kyle is known for his empathetic client service and ability to connect deeply with the goals of those he advises. His CFP® designation underscores his commitment to professional excellence and ethical standards.
💡Why Kyle Price stands out as a Wealth Advisor
📊 Brings the rigor of CFP® certification into every client engagement
🎯 Focuses on holistic planning that balances risk and opportunity
🤝 Known for empathetic client service and long-term financial roadmaps
🌟 Recognized for adapting strategies to align with life goals and market shifts
Todd Black
President, Principal & Wealth Manager at Dogwood Capital Management
Todd Black, CFP®, brings years of experience in financial planning with a focus on family-centered wealth strategies. His career highlights include guiding clients through retirement readiness, college savings plans, and long-term investment portfolios. He has earned a reputation for blending technical expertise with approachable guidance.
Todd is especially valued for his work in helping multigenerational families prepare for transitions, ensuring both stability and growth. His approachable style makes financial planning less intimidating and more collaborative.
💡Why Todd Black stands out as a Wealth Advisor
🏦 Known for multigenerational financial planning expertise
📈 Skilled in balancing retirement readiness with long-term growth
🤝 Trusted for his approachable and client-focused advisory style
🌟 Recognized for simplifying financial planning for families
Elizabeth Delgado
Founder | Principal Advisor at Every Season Wealth Management
Elizabeth Delgado is the founder of ES Wealth Management, where she provides personalized strategies in retirement planning, investment management, and wealth accumulation. With her AAMS® and AWMA® designations, she brings technical expertise alongside a deeply personal approach to advising.
Elizabeth is especially known for empowering women and families to take control of their financial futures. Her focus on accessible, tailored strategies has positioned her as a respected advisor and entrepreneur in the Las Vegas community.
💡Why Elizabeth Delgado stands out as a Wealth Advisor
👩💼 Founder of a boutique firm specializing in personalized strategies
📊 Holds advanced designations in asset management and wealth advising
🌟 Recognized for empowering women and families in financial planning
🤝 Known for balancing technical expertise with approachable guidance
Brian Matthews
Founder & Private Wealth Advisor at Olympic Family Office
Brian Matthews, CFP®, is recognized for his personalized, family-office approach that ensures clients receive comprehensive, high-touch service. In Las Vegas, his work has supported professionals and entrepreneurs seeking tailored wealth strategies.
💡Why Brian Matthews stands out as a Wealth Advisor
🏦 Offers a family-office model for personalized wealth management
📊 Expertise in estate, retirement, and investment planning
🤝 Known for high-touch, client-first service
🌟 Recognized for his dedication to long-term financial well-being
Alexis Miranda
Wealth Advisor at Ducere Wealth
Alexis Miranda, CFP®, is a wealth advisor dedicated to guiding clients through retirement, investment, and estate strategies. With her CFP® certification, she upholds ethical and professional standards while tailoring plans that reflect each client’s vision for the future.
Alexis is recognized for her ability to connect personally with clients and create strategies that balance growth with security. Her work emphasizes empowerment, ensuring clients feel confident in every decision.
💡Why Alexis Miranda stands out as a Wealth Advisor
📊 Certified expertise in retirement and estate strategies
🤝 Known for fostering deep personal client relationships
🌟 Recognized for balancing growth-oriented and security-focused planning
👩💼 Dedicated to empowering clients with financial clarity
Joshua Dowden
Wealth Manager at Priority Wealth Partners
Joshua Dowden is an advisor with a reputation for creating thoughtful financial strategies tailored to professionals and families in the Las Vegas region. His experience spans investment management, wealth protection, and retirement readiness.
Joshua is especially known for his attentive service and client-first approach. His strategies emphasize both wealth growth and risk management, making him a trusted partner for long-term planning.
💡Why Joshua Dowden stands out as a Wealth Advisor
📈 Skilled in building investment and retirement strategies
🤝 Known for attentive and personalized client service
🌟 Recognized for balancing growth with risk management
🏡 Trusted by families and professionals in the Las Vegas community
Elevating Financial Confidence in Las Vegas with Expert Guidance
Las Vegas wealth advisors are instrumental in helping individuals and organizations navigate financial planning with clarity and foresight. Their diverse expertise covers retirement planning, investments, tax strategies, and estate management, giving clients a well-rounded foundation for long-term success. Many professionals hold advanced designations such as CFP®, CEPA®, CIMA®, and CRPC®, reflecting both their dedication and specialized training. Their achievements highlight a consistent ability to turn complex financial goals into actionable strategies tailored to client needs. By combining technical skill with forward-looking guidance, they provide a trusted edge in shaping lasting prosperity for the community.
At Digital Reference, radical authenticity shapes every insight, offering clarity that professionals can depend on. This matters because authenticity builds the trust and confidence necessary for sound, lasting decisions.
Explore more from digital reference to discover insights that inspire sharper strategies and deeper understanding.
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Las Vegas thrives on vision, ambition, and the ability to manage resources wisely. Trusted guidance in wealth management ensures that opportunities are not only seized but sustained over time. For anyone seeking direction in a rapidly changing financial landscape, having a clear point of reference is invaluable. That is exactly what you will find with Digital Reference.
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