Matt Garasic
Advisor at Unrivaled Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Unrivaled Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
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!
AUM: 0.90% on first $1,000,000, scaled down as assets increase
Flat: Based on situational complexity
See website for specific pricing.
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)
Are you a financial advisor? Claim this profile to add a bio, highlight your expertise, and fill out key details so prospects get a clearer picture of your practice.