Our Philosophy

Why the Name
Perspective 6

The Perspective 6 name comes from an art known as six-point perspective, where the viewer sees a complete 360 degree view on a single surface. Similarly, we take a 360 degree look at your entire life situation, before making financial decisions.

YOUR LIFE ISN’T 2-DIMENSIONAL. NEITHER ARE YOUR FINANCES.

We look at all moving parts of your finances through the lens of your whole-life situation. This gives us a complete picture of where you are in life, where you’re going, and what to do to get there.

Our Visions and Values

We envision a society that has less stress about money and more capacity for good.

We believe money is the number one stressor – draining energy, creativity, and joy from people’s lives. Further, it limits the value they bring the world and the legacy they leave.

Our organization is built on trust, focused on extraordinary client outcomes, well-being of employees, and committed to advancing a cause. If we do this first, sustainable profit will follow.

Our Principles at Perspective 6

We guide people to financial freedom by helping align their values with their money.

We care about people and offer our unselfish, thoughtful, respectful, and humble service to our team, clients, and business partners.

We seek continuous improvement to our knowledge, skills, and capabilities. Additionally, our team of professionals are coachable, eager to learn and eager to mentor.

We do the right thing. Honesty, fairness, and authenticity inform all decisions and interactions.

We build a reputation of dependable excellence. We take initiative to provide solutions, improve outcomes, and complete the work.

We create a positive environment that elevates and celebrates each other and a culture of being dependable, achieving success and sharing the rewards. If we play together, we win together.

We enjoy our life at the office and at home. Particularly, by placing high importance on physical, mental, emotional, and spiritual well-being.

Ready to Get Started?

Book a Free Vision Call to take the First Step.

BOOK YOUR FREE VISION CALL

Our calls are always relaxed and pressure-free.

The Perspective 6 Team

  • Photograph of Matt Nelson

    Matt Nelson, CFP®, AIF®, ECA

    Managing Partner & Wealth Manager

  • Matthew Finley

    Matthew J. Finley, CFP®

    Sr. Partner & Wealth Manager

  • Jacob Larue

    Jacob LaRue, CFP®

    Partner & Wealth Manager

  • Abbey Marquardt

    Abbey Marquardt

    Practice Manager

  • Brandon Hebert

    Brandon Hebert

    Senior Client Service Associate

  • Emily Peterson

    Emily Janak

    Marketing & Communications Coordinator

  • Grace Hennen professional headshot

    Grace Hennen

    Financial Planning Associate

  • Karissa McLaren professional headshot

    Karissa McLaren

    Financial Planning Associate