
Caldera Wealth Management
Caldera Wealth Management, located at 5771 South Fort Apache Road, Suite 130, Las Vegas, NV 89148, is a full-service financial firm dedicated to simplifying complex financial matters for its clients. Founded in 2003 and led by Managing Partner Joe Caldera, AAMS®, AIF®, CRPS®, CFP®, CKA®, the firm offers a comprehensive range of services, including financial planning, investment management, retirement planning, and risk management. Caldera Wealth specializes in serving a diverse clientele, such as athletes, business owners, entertainers, families, and retirees, providing tailored strategies to meet their unique financial goals. The firm’s commitment to excellence is reflected in its collaborative approach, working closely with clients’ CPAs, attorneys, and other advisors to develop unified plans. Additionally, Joe Caldera serves as the advisor to the Association Retirement Plan sponsored by the Las Vegas Chamber of Commerce, one of the first in the country to provide small and midsize businesses with an affordable, efficient, and robust group 401(k) plan. This dedication to personalized service and community involvement underscores Caldera Wealth Management’s mission to be a trusted financial advocate for its clients.