About Us

Our Approach

35 Years of Experience

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up.

We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

All Services

Our Name

Sutter Fort History

Sutter’s Fort was built by Swiss immigrant John Sutter more than 150 years ago was not only located at a pivotal point in California. It was a pivotal point in history. Built in Sacramento, he built what came to be known as Sutter’s Fort. In 1848, James Marshall, a carpenter working for Sutter, was looking over the field when a sparkle of light in the dark earth caught his eye. Looking more closely, he found much of the property was speckled with what appeared to be small flecks of gold, and he rushed to tell Sutter.

After it was confirmed that the flakes were indeed gold, Sutter quietly set about gathering up as much of the gold as he could, hoping to keep the discovery a secret. However, word soon leaked out and within months, the largest gold rush in the world had begun. Ironically, the California gold rush was a disaster for Sutter. It brought thousands of men who overran Sutter’s property. By the 1850’s, all that was left of Sutter’s Fort was the central building forever changing the course of history in the American West. This history led to choosing the name Sutter for our Wealth Management firm

Our People

Meet The Team

Matthew Nadeau

CFP®, CIMA®, MBA Partner – Wealth Advisor

Matt has been in the asset management business for 20 years. He specializes in comprehensive financial planning strategies and offers clients customized investment ideas based on personalized goals and objectives. He truly enjoys helping clients prioritize, organize, and simplify anything financial in their lives.

About Matthew

Michelle Cavallero

Operations / Administrative Manager

Michelle is a fully registered client associate and operations manager who is responsible for all account paperwork and client requests.

About Michelle

Brian Braker

Financial Advisor

Brian is a financial advisor at Sutter Wealth Management who takes a clear, analytical approach to helping clients understand their financial decisions.

About Brian

Your time is important to us. Schedule a call with our team, today!

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Our Custodian

Charles Schwab

Custodial Services through Charles Schwab

Our firm offers custodial services through Charles Schwab. For over 35 years, Schwab has helped independent RIA firms like ours serve their clients. They have more experience—and more advisor clients—than any other custodian. We rely on their unmatched scale and dedication to help us exceed our clients’ expectations.

Our RIA

Kingswood U.S.

Kingswood U.S., part of the Kingswood Group, is a network of wealth management firms that includes an SEC-registered RIA and a FINRA-licensed broker-dealer, offering comprehensive wealth management and business-building services designed specifically for the independent financial advisor. With our parent company, we represent more than $14 billion in AUM, and support 400 registered individuals. Kingswood has the resources and capital of a very large financial services firm and the personalized touch and feel of a boutique company. Kingswood has earned a reputation as a firm built for advisors by advisors.