Matthew Kletti

Founding Partner and Financial Planner  

Matthew Kletti began his career in financial planning in 2009, collaborating with New England Financial and Julian Strategic Alliance Group. In 2021, he co-founded Meridian Wealth and Retirement, focusing on holistic family and business planning for his clients. With a robust background in asset and income protection, wealth management, and comprehensive financial planning for both individuals and businesses, Matthew specializes in tax-efficient retirement distribution planning.

Matthew graduated in 2009 from Aurora University and Dunham School of Business with degrees in Business Management and Biology. He also earned the esteemed Eagle Scout award from the Boy Scouts of America, showcasing his early dedication to leadership and community service.

He actively engages in community service, having held board positions for organizations such as the Fox Valley Mountain Bike Association, North East Wisconsin Trails, Fox Cities Cycling Association and St. Nicholas Parish. 

Matthew resides in Freedom with his wife, Tiffany, and their two sons. In his leisure time, he enjoys mountain biking, fly fishing and golfing. He also values staying active, traveling with his family, boating, and camping.

Building lasting relationships with his clients and supporting them in achieving their goals is Matthew’s primary focus. Leveraging his knowledge, expertise, and world-class planning tools, he is committed to guiding his clients toward financial independence.

Professional Achievements 

• 2018 MassMutual Advisory Council – Advisor Teaming
• 2017-2022, 2024 MassMutual Leaders Conference Qualifier*
• 2022 MassMutual Advisory Council – Wealth Management
• 2025 WestPoint Financial Advisors Council