Welcome! I'm Matt Garasic, founder of Unrivaled Wealth Management. I specialize in working with executives and key employees across the United States.
Business executives and other professionals tend to start working with me when:
• They don't have the time and/or desire to properly manage their finances.
• They want practical advice on what they need to do to reach their financial goals.
• They're overwhelmed and need help converting their equity compensation into cash.
• They're experiencing a significant life event and need help navigating the financial ramifications.
• They crave the freedom to work on their terms as quickly as possible so they can spend more time on what’s important to them.
I relieve my clients' stress and help uncover new opportunities by synchronizing everything related to their financial lives, including cash flow, tax, investment, estate, and insurance planning.
Clients enjoy working with me because my approach is drastically different from what they’ve experienced or heard about financial advisors.
• I avoid financial jargon and explain topics in plain English.
• I want you to understand every recommendation before it's implemented.
• You’ll always speak directly to me and receive personalized answers to your questions.
• You never have to wonder if my recommendations are incentivized by a commission or ulterior motive.
• I focus on helping you enjoy your money while you’re alive instead of competing for the highest net worth in the graveyard.
Book an introductory meeting and let's see if it makes sense to work together!
Professional Designations
CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
CFP Board
Fee Only Network
Financial Planning Association
National Association of Personal Financial Advisors
Click the 'Book Intro Call' button above to schedule a free introductory call.
We'll get to know each other and discuss your unique circumstances. Then, I'll explain our process for working with clients and answer any questions you have. From there, we'll determine if it makes sense to schedule a second call to dive deeper before preparing a proposal to work together.
I look forward to speaking with you!
Offers Investment Management
Yes
About our Firm
Unrivaled Wealth Management serves clients across the United States and offers several different services and fee structures to fit the unique needs of every client.
Education
The Ohio State University Bachelor's degree, Consumer and Family Financial Services
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