Unrivaled Wealth Management
Welcome! I'm Matt Garasic, founder of Unrivaled Wealth Management, a fee-only Registered Investment Advisor. I help executives and key employees align their money with the life they want today and in the future.
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!