Broker Check

Love Your Financial Path

Strive to gain confidence with a financial advocate that pursues the life and legacy of your dreams.

Schedule a Call

About Us

Partner with a Team that Cares

Caldera Wealth seeks to make life simple and is committed to excellence. We are professional in helping pursue solutions to complicated concerns. As a full-service firm, clients enjoy the benefit of tailored advice and services. Our goal is to keep clients for life.

Meet Our Team

Services
Here is How We Can Help

Caldera Wealth provides financial, investment, retirement, tax, marital, and estate planning strategies to support client's unique needs and goals. Through the financial planning process, we can help identify risks or concerns affecting the pursuit of financial success. We create a unified plan with your CPAs, attorneys, and other advisors. We strive to keep it simple and become your financial advocate!

Financial Planning

Financial Planning

Since 2003, Caldera Wealth has specialized in providing comprehensive wealth management services to athletes, business owners, entertainers, families, and retirees.

Learn more
Investment Management

Investment Management

Portfolio to suit investment objective, time horizon, and risk.

Learn more
Retirement Planning

Retirement Planning

Gateway to a robust, efficient, and affordable retirement program.

Learn more
Risk Management

Risk Management

Seeking to preserve income, net worth, and liability.

Learn more

Get A Free E Book

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Who We Help

Someone With Experience


Reputation and business model matters! Since 1998, as a licensed professional, Mr. Caldera strives to hold himself to the highest standards of competence, service, and integrity. Mr. Caldera is appointed by the governor of Nevada, Joe Lombardo, as a member of the Board of Trustees of the Nevada Employee Savings Trust. He is also the advisor to the Association Retirement Plan (ARP) sponsored by the Las Vegas Chamber of Commerce.

Learn more

Athletes and Entertainers

Sports, Film, Entertainment…etc. We specialize in preparing these clients for different scenarios to protect their lifestyles, reduce tax liability, and more.

Businesses

Single Employers, Managing Partners, Non-Profits…etc. The business could be the largest asset. Employee benefits, business succession, and exit strategy are how we help best.

Skilled professionals

Accountants, doctors, engineers, executives, lawyers…etc. Asset preservation, investment management, and estate planning are typical top priorities we specialize in.

Retirees

Retired part-time or full-time. The distribution phase is very different from the accumulation phase. We specialize in lifetime income and reduce market volatility.

Windfall

Inheritance, settlement, lottery, etc. This group can be overwhelmed. Working with the Caldera Wealth team, we can help bring clarity and help make informed decisions.

nobutton

Our Process

Caldera Wealth has 7 Steps of the Financial Planning Process.

Click to View Full Size

Step 1: Schedule a Call

Call 702.616.2000 and request our Confidential Profile or schedule a 15-minute introductory call.

Step 2: Meet

Complete the Confidential Profile and meet with our team to understand your personal and financial circumstances.

Step 3: Onboard

Work with our team to gather additional information and documents to confirm our scope of work and fees. Once approved, our seven steps to our financial planning process will begin.

Work With Us

We are excited to become your Financial Advocate! If you have any questions, please let us know. We will respond the same day or the next morning.

Thank you!
Oops!