Retire Rich
Find out how others have used our tax-wise wealth management strategies to keep more of their money to build wealth and create a prosperous retirement.
Find out how others have used our tax-wise wealth management strategies to keep more of their money .
This valuable 18-page guide – filled with strategies used by wealthy investors – will help you grow your investments and lower your taxes.
Five ways smart investors and business owners can cut taxes and increase wealth.
What's included
Discover why Roth IRAs might be costing you in the long run
Learn how to build a tax-smart portfolio
Should you convert your business to an S Corp
Why everyone needs an estate plan
Which is the best retirement plan for your business
How employee stock options get taxed
Best time to exercise employee stock options
Tax-efficient wealth transfers
Which taxable entity should you use for your business
Should you make a section 83b election if you own employee stock options
Five ways to transfer your business interest
Tax-advantageous buy/sell agreements for business owners
What's included
Discover why Roth IRAs might be costing you in the long run
Learn how to build a tax-smart portfolio
Should you convert your business to an S Corp
Why everyone needs an estate plan
How employee stock options get taxed
Tax-efficient wealth transfers
Which taxable entity should you use for your business
Which is the best retirement plan for your business
Best time to exercise employee stock options
Should you make a section 83b election if you own employee stock options
Five ways to transfer your business interest
Tax-advantageous buy/sell agreements for business owners
Where financial strategy meets peace of mind.
Where financial strategy meets peace of mind. Our expertise drives your financial success.
Wall Street is not your friend.
Most companies sell high-commission products, charge hidden fees, and use deceptive sales practices to make their money.
There is a better way. You deserve transparency, fair pricing, and financial advice that is untainted by conflicts of interest.
That’s why we started Gallatin Financial. To offer advice that isn’t at odds with your financial goals and interests.
We want you to have an amazing investing experience by offering truly independent advice, paired with advanced technology.
Crafting financial blueprints for success. Building wealth. Securing futures.
We are inspired to help people and do what is right.
Meet Our Team
Matthew Arndt, CFA, CPA, CFP
Founder, Principal
Along with his nine siblings, Matt grew up near Green Bay Wisconsin. Over the last 30 years, he has built successful trading firms, a thriving wealth management company and tax accounting practice.
When he’s not focused on enhancing the financial well-being of his clients, he loves spending time with his wife and children, admiring nature, gardening, and fly fishing.
He’s a board member and volunteer with LifeStriders, a nonprofit that provides life changing experiences through equine therapy to individuals facing unique life challenges and support for their families .
The array of professional certifications behind his name attest to his exceptional technical expertise, surpassing the standards of most advisors.
Sam Bravo, E.A.
Tax Advisor
Sam is a Coastal California native and an entrepreneur at heart. He’s worked with enterprises ranging from family owned private practices, midsized companies, and large financial institutions.
Outside of work, he enjoys music, theatre, and the arts. He loves reading, hiking, coffee shop crosswords with his wife, and any form of being outside and volunteering.
Sam graduated from Point Loma Nazarene University. He is an IRS enrolled agent, having earned the right to represent both individuals and corporations before the Internal Revenue Service.
John McCarthy
Financial Advisor
John is a Wexford, Pennsylvania based financial advisor, writer, investor, husband and papa.
He helps make planning for your future more enjoyable. The Results Based Financial Planning process that he uses is powerful, yet simple approach that gives you a complete understanding of your current retirement trajectory.