Matt Garasic

Advisor at Unrivaled Wealth Management

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Credentials

CFP®

Unrivaled Wealth Management logo

Firm

Unrivaled Wealth Management

Location

Salem, OH

About

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 start working with me when:

• They don't have the time and/or desire to properly manage their finances. • 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!

Expertise

Equity Recipients (RS/RSU, SOP, ESPP)

Occupation focus

Executive

Demographic focus

FIRE (Financial Independence Retire Early) Gen Y/Millennials (Born 1980-1995)

Fee options

AUM: 0.90% on first $1,000,000, scaled down as assets increase

Flat: Based on situational complexity

See website for specific pricing.

Work history

Unrivaled Wealth Management LLC

2023 - Present (3 years)

Gentrust, LLC

2021 - 2023 (2 years)

Summit Financial Strategies

2020 - 2021 (1 year)

Strategic Wealth Partners

2017 - 2019 (2 years)

LIncoln Financial Advisors

2016 - 2017 (1 year)

Ohio State University Stores & Receiving

2016 - 2016 (1 year)

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