Matt Syverson
Managing Partner & Senior Wealth Advisor at Sound Stewardship, LLC | Overland Park, Kansas, United States
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As a Senior Wealth Advisor at Sound Stewardship, LLC, Matt Syverson plays a pivotal role in guiding clients through the complexities of financial planning while emphasizing the importance of impactful giving. With a diverse clientele that spans retirees, pre-retirees, business owners, families, and individuals, Matt's expertise lies in crafting tailored wealth management strategies that not only secure financial freedom but also align with his clients' philanthropic goals. His approach is holistic; he believes that true wealth is not just about accumulation but also about the legacy one leaves behind.
Matt's work involves deep engagement with clients to clarify their charitable intent, ensuring that their financial plans reflect their values and aspirations for their families and communities. By integrating special needs planning and retirement strategies into his advisory services, he addresses the unique challenges faced by different life stages and circumstances. His proficiency in investment advisory and comprehensive financial planning enables him to navigate the complexities of wealth management, providing clients with the confidence to make informed decisions.
Key projects that Matt has spearheaded at Sound Stewardship include developing educational workshops focused on financial literacy, which empower clients to take charge of their financial futures. He also collaborates with local nonprofits to create giving strategies that maximize impact, demonstrating his commitment to community engagement. Through his leadership and innovative approach, Matt Syverson is not just a wealth advisor; he is a catalyst for change, helping clients to think beyond themselves and make meaningful contributions to the world around them.
Managing Partner & Senior Wealth Advisor at Sound Stewardship, LLC in January 2004 to Present
Financial Associate at Syverson Strege & Company | Sherpa Investment Management in April 2002 to December 2003
Financial Advisor at Ameriprise Financial Services, Inc. in July 2000 to April 2002
Paramedic at Rural/Metro Corporation in May 1998 to June 2000
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Investment Advisory
Budgeting
Special Needs Planning
Retirement
Small Business
Planning
Wealth
Retirement Planning
Estate Planning
Financial Planning
Asset Management
Investments
Asset Allocation
Wealth Management
Portfolio Management
Public Speaking
Personal Finance
Retirement Income Strategies
Financial Advisory
Strategic Planning
Financial Services
Finance
Leadership
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Discover more about Sound Stewardship, LLCWhat is Matt Syverson email address?
Email Matt Syverson at [email protected]. This email is the most updated Matt Syverson's email found in 2026.
What is Matt Syverson phone number?
Matt Syverson phone number is +1.9133176000.
How to contact Matt Syverson?
To contact Matt Syverson send an email to [email protected]. If you want to call Matt Syverson try calling on +1.9133176000. (updated on December 18, 2023)
What company does Matt Syverson work for?
Matt Syverson works for Sound Stewardship, LLC
What is Matt Syverson's role at Sound Stewardship, LLC?
Matt Syverson is Managing Partner & Senior Wealth Advisor
What industry does Matt Syverson work in?
Matt Syverson works in the Financial Services industry.
Matt Syverson Email Addresses
Matt Syverson Phone Numbers
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