Who We Are

Our Investment Coaches are Passionate
About
Free Market Portfolio Theory

JEFF D. MATHIES, CFEdR, Investor Coach

Jeff is the President and founder of Prestige Wealth Management, and the Estate and Elder Planning Center.  He is also the founder of Colorado Retirement Resources, an organization that brings together professionals to help consumers with the vast array of challenges they may face while approaching or experiencing retirement.

Jeff is a “CFE”, a Certified Financial Educator, who focuses on financial education for adults.  This designation is earned from The Heartland Institute for Financial Education, a national Non-Profit Organization accredited by 13 universities across the nation.

Jeff is also a former member of the “Master Elite Advisory Group” through Ed Slott and Company, which teaches the understanding of tax problems and opportunities for investors with qualified money such as IRAs, ROTH IRAs, 401ks, 403s, 457, and TSA plans.

Jeff is a member of the National Ethics Bureau and was the founding member of the Longevity Planning Institute.

Jeff has taught over 700 financial education classes to investors, and has been featured on local radio.  He focuses on coaching his clients through the ups and downs of investing and planning for retirement, and is a big believer in Modern Portfolio Theory.

Jeff, his wife and four children, live in Pueblo West, Colorado.

Nick Naseman, CFEdR, Investor Coach

NICKLOS K. NASEMAN, CFEdR, Investor Coach

Nick is one of two Partners in Prestige Wealth Management and the Estate and the Estate and Elder Planning Center. He is a member of Colorado Retirement Resources, an organization that brings together professionals to help consumers with the vast array of challenges they may face building up to, or experiencing in retirement.

Nick is an “CFE”, a Certified Financial Educator, who focuses on financial education for adults.  This designation is earned from The Heartland Institute for Financial Education, a national Non-Profit Organization accredited by 13 universities across the nation.

Nick is a retired Air Force Officer, having served throughout the world, including a tour in Iraq. He gained recognition as a leader capable of building highly effective teams.

Nick is a member of the National Ethics Bureau and the National Federation of Independent Business. As a partner in a Registered Investment Advisory firm, Nick has a fiduciary responsibility to always do what’s in his client’s best interest. And, as an independent Financial Coach, Nick has the ability to offer only the solutions that will satisfy a client’s unique situation. His philosophy is that Free Markets work, and does not subscribe to market timing, stock picking, or track-record investing.

Nick, his wife and two children, live in Colorado Springs, Colorado.

Steve Foltz, Financial Advisor

STEVE FOLTZ, Financial Advisor

He comes to Prestige Wealth management with a 15 year history of being an independent business owner and manager.  He has his Masters in Counseling from Regent University and spent much of his life helping at risk youth and their parents be successful in their communities.   He has a passion for helping people which translates well into his career with Prestige Wealth Management.   The things he enjoys most are helping pre-retirees save for retirement and helping lower people’s anxiety as they transition into and through retirement.

The primary reason Steve has partnered with Prestige Wealth Management is their ability to help provide the proper solutions for his clients.  He has seen firsthand what happens when other companies make one product try and fit every individuals needs.  He is passionate about getting people out of expensive retirement vehicles and into effective retirement strategies through our strategic partners.

GRAYCE MCDUFFIE , Client Services

Grayce relocated to Colorado about 3 years ago, compliments of her military spouse. Luckily, they both love “The Springs”, and have invested in a small Victorian on the West Side.  She considers herself a bit of a Jill of All Trades, but the last few years she’s been involved in insurance and investments.  In the office, she is one of our customer service specialists, and she takes great pleasure in assisting our clients and keeping the office running smoothly.