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Matthew James Marcewicz

Advisor at Sierra Legacy Group — Reno, NV

Updated today

Credentials

Series 66

Experience

21 years

Location

Reno, NV 89521

Sierra Legacy Group logo

Sierra Legacy Group

Supported

Total advisors

3

Across 2 offices

Clients per advisor

8 Very Low

Avg AUM per client

$6,363,416 Very High

HNW client ratio

58% Very High

About

Matthew Marcewicz is a financial advisor at Sierra Legacy Group in Reno, NV, holding a Series 66 designation with 21 years of industry experience. He has been with Sierra Legacy Group since 2016 and has also worked at M Holdings Securities, Inc. since 2019. Outside of his advisory role, he is the managing member of Longship LLC, a non-investment-related business managing payroll functions. Sierra Legacy Group provides asset management, financial planning, and consulting services to individual and high net worth clients, managing approximately $152.7 million in discretionary assets. The firm offers tailored portfolio management with ongoing supervision, using fundamental analysis and a range of investment vehicles, and conducts quarterly portfolio reviews and rebalancing under discretionary authority.

Client services

Based on Sierra Legacy Group

Financial planning Portfolio management

Expertise

Based on Sierra Legacy Group

Options & derivatives strategies Private / alternative investments Charitable giving tax strategies General tax planning

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Fee options

Fixed

Flat fees range from $1,500 to $10,000 for financial planning and consulting services

Percentage

$0 - $499,999: 1.35% $500,000 - $999,999: 1.25% $1,000,000 - $2,999,999: 1.00% $3,000,000 - $4,999,999: 0.90% $5,000,000+: Negotiable

Commissions

Commissions on securities sales including mutual funds; variable life insurance; private placement annuities through broker-dealer affiliate.

Project-based

$200/hr for Principal; $150/hr for Design Analyst; $60/hr for General Administrative Staff

Other

Account minimum: $500,000 minimum household balance for Asset Management service (may be negotiable)

Location

See office

Reno, NV

8600 Technology Way, Suite 112

Reno NV 89521

Advisors at this office

1

Most active in

California · Nevada

Work history

21 years of industry experience

M Holdings Securities, INC.

2019 - Present • 7 years

Portland, OR

Sierra Legacy Group

2016 - Present • 10 years

Reno, NV

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Aryn S

Series 63, Series 65

Reno, NV

GK Wealth Management LLC

Aryn Sands serves as Chief Operating Officer and Financial Advisor at GK Wealth Management, where she brings nearly three decades of experience in financial services and a dual focus on both client strategy and operational excellence. Aryn began her career in 1996 with Smith Barney near Los Angeles, gaining early experience in the wealth management field while still completing her undergraduate studies. Over time, she found that the independent advisory model offered a more client-centric approach and transitioned away from the wirehouse environment. Since then, she has held leadership roles at several investment advisory firms — including founding and managing her own. On the operational side, Aryn has a strong background in the systems and structures that support thriving advisory firms. She has overseen trade desks, managed portfolio accounting systems, and contributed to the development and integration of key industry technologies. As a financial advisor, Aryn specializes in comprehensive financial and tax planning for families and small business owners. Her advisory work covers investment strategy, retirement plan design, insurance solutions, and 1031 exchanges. She holds a Bachelor's degree in Economics and Mathematics from Pitzer College and a Certificate in Financial Planning from the College for Financial Planning. Aryn currently holds a Series 65 license and previously held Series 7, 63, 53, and 24 licenses. Aryn's leadership helps drive GK Wealth Management's mission to deliver exceptional service, strategic insight, and lasting value. Outside the office, she enjoys hiking and traveling around the Reno area and proudly supports The McQueen Football Club.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management

Clayton H

Series 65

Reno, NV

GK Wealth Management LLC

Clayton Holthaus is a Wealth Advisor with GK Wealth Management in Reno, Nevada. He joined GK Wealth Management while completing his finance degree at the University of Nevada, Reno and has been focused on wealth management since 2019. Drawn to GK’s fiduciary, client-first approach, Clayton helps individuals, families, and business owners make clear, confident decisions about their financial future. Clayton brings a practical, relationship-driven approach to financial planning and investment strategy. He works with clients to understand their goals, organize their financial picture, and develop strategies aligned with their values, needs, and long-term objectives. Clayton earned his Bachelor of Business in Finance from the University of Nevada, Reno. Outside of work, he enjoys fishing, snowboarding, playing sports, exploring Tahoe, and spending time with family.

Wealth management General retirement planning Business ownership considerations General estate planning guidance Business Financial Management

Robert M

CFP®, Series 66, ChFC®, Series 7

Reno, NV

Edward Jones

Robert Moretti Jr. is a CFP® professional with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at and accounting firm The CFO Group, Inc. from 2012 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Liquidity event planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Christian H

Series 65

Reno, NV

Hatchet Financial, LLC

Christian Hatch is the sole advisor at Hatchet Financial, LLC, an independent firm based in Reno, NV. He holds a Series 65 designation and has four years of industry experience, including roles at Nevada Retirement Planners and Pathfinder Wealth Management. Outside of his advisory work, he is employed full-time as a security officer at Switch, Inc. Hatchet Financial provides investment management and financial planning services primarily for individual clients, including some high-net-worth individuals. The firm’s approach incorporates asset allocation and Modern Portfolio Theory, blending passive and active strategies tailored to client risk tolerance and objectives.

Business sale tax planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Michael A

Series 63, Series 65

Reno, NV

Wolf Pack Wealth

Michael Affinito is a financial advisor at Wolf Pack Wealth in Reno, NV, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior work includes roles at Royal Alliance Associates and Northwestern Mutual, among others. Wolf Pack Wealth is an independent, single-advisor firm serving individuals, high-net-worth clients, and small business owners. The firm offers financial planning, portfolio management, estate planning coordination, and insurance solutions, using a tailored approach that emphasizes asset allocation, diversification, and a combination of fundamental and technical analysis.

Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Long-term care insurance Cross-border / expatriate tax planning Founder/Business Owner Retired Young Professionals Mid-Career Professionals Retired
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Brian L

CFP®, Series 66

Reno, NV

Softwealth

Brian Lowrance is a CFP® with 12 years of industry experience and has been the sole advisor at Softwealth since 2015. He holds a Series 66 license and operates out of Reno, NV. Outside of his advisory work, Lowrance has a minority interest in an automobile repair business. Softwealth is an independent registered investment adviser that manages approximately $17 million in client assets for a small client base including individuals, trusts, charities, and small businesses. The firm employs a range of investment strategies such as fundamental and technical analysis, modern portfolio theory, and targeted asset allocation, offering both discretionary and non-discretionary portfolio management without a minimum account size.

Wealth management Active portfolio management Concentrated stock management
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