Caldera Wealth Management - Las Vegas, Nevada

Sarah S.

I’ve been working with this office for financial advisement, as well as to set up and administer my solo 401k, for the past year and have been so impressed with their services. Joe provides excellent financial guidance. He’s highly ethical, is a true fiduciary and has a bunch of extra special certifications.

Jimmie in the front office has really gone above and beyond to get me set up with a great solo 401k plan, even though I waited til the absolute last possible moment— he got it done and got me on the books for the tax year I wanted, which resulted in a very nice tax deduction that I would have otherwise missed out on. I love the flexibility of my solo 401k plan, the rates are reasonable and they were able to set me up so the account fees are processed as a business expense (rather than just deducting them from the actual funds in the retirement account which comes out of the growth in the account, as most plans do).

I looked into Vanguard and Fidelity for solo 401k, and the rates/options were comparable, but working with Caldera is just so much better because they handle all of the complex paperwork and compliance issues for you, Joe helps you choose the best funds, and Jimmie takes care of everything else. They make it so easy and satisfying. You’d never get that level of service with one of those big companies!

Justin Y.

Jimmie and Ashley are simply amazing.

We had been using Paychex for years and eventually made the decision to switch to ManagedPay.
It was a great decision and we also decided to change our 401k provider to Caldera Wealth.

Unfortunately, Paychex was terrible to deal with and made the entire process way more difficult and more expensive than it needed to be.

Caldera stepped in and helped tremendously with getting all of the paperwork organized, all of the forms filed, and communicating back and forth so that all parties knew what was going on.

They kindly reminded us multiple times when they were waiting on us for the next step and were always a pleasure to work with.

I highly recommend them!

James O.

Joe and his team are extremely efficient. Joe took the time to discuss every facet of investing and budgeting necessary to determine a successful strategy. Most financial planners are not this thorough and honest.

Dave G.

Joe and his team are fantastic. His team are professional and are always available to help in some way. Joe is patient and very helpful in our financial meetings. I trust him to help my company and I to reach my retirement goals. I recommend him if you're looking for a quality advisor.

Welton H.

We've been working with Joe Caldera and his team for many years. Their team is very genuine and really do care. They check in on a regular basis to make sure we are doing well. I highly recommend working with them to grow your finances.

Eugenio D.

My wife and I were given guidance on our particular situation, which was eye opening. Joe confirmed information we were aware of and brought to light how to maximize of investments.

Jennifer W.

It was a pleasure working with Lisa and Jimmy at Caldera Wealth management. They were patient, if they didn’t know the information I needed they found out and communicated it back to me, they also did not have any issues going above and beyond their scope and followed up to make sure each obstacle I had was worked out. I appreciate their time and efficiency.

Chris M.

Joe was extremely helpful and took his time explaining the process and answering all my questions.