Matthew Garasic, CFP^®

Founder & President

Unrivaled Wealth Management

Serving, Clients Virtually
Pittsburgh, PA 15212-1580

FINANCIAL ADVISOR'S WEBSITE

www.unrivaledwm.com

(412) 459-7634 CONNECT WITH Matthew

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

UWM is a fee-only RIA. We are compensated through AUM fees, ongoing flat fees, one-time financial planning fees, and hourly fees for projects. Visit the pricing page on our website for a detailed breakdown of fees and services.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Book an Intro Meeting!

UWM Website

UWM Pricing

UWM Newsletter

UWM Prospective Client Process

General

Matthew Garasic is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Unrivaled Wealth Management in Pittsburgh, PA and the surrounding communities.

Financial Advisor Overview

We help business founders and executives with equity compensation create, grow, and preserve wealth. After a day full of board meetings and late-night strategy sessions, the last thing you should be thinking about is whether your money is working as hard as you are. Your career is stressful, time intensive, and never stops. Let us handle tax optimization, wealth preservation, and stock option exercise decisions so you can enjoy more time with your family, focus on leading your company, and live the life you truly want to live. Whether you have: ? Restricted Stock Units (RSUs) Incentive Stock Options (ISOs) Non-qualified Stock Options (NSOs) An Employee Stock Purchase Plan (ESPP) ? Or any other type of employer stock... We have you covered. We've developed and implemented plans to monetize millions of dollars in publicly traded employer stock, private company stock, and qualified small business stock. Your monetization plan considers normal and Alternative Minimum Tax (AMT) consequences, Section 83(b) elections, liquidity needs, 10b5-1 trading rules, and more. But that's just the start... Say hello to your Comprehensive Wealth Management Strategy: ? Tactical tax planning: Reduce your taxes today and in retirement ? Investment management: Timeless investing strategies tailored to you ? Philanthropic planning: Save money supporting the causes you care about ? Legacy & estate planning: Maximize the amount of wealth your heirs receive ? Cash flow & lifestyle planning: Do more of what you love today and tomorrow ? Risk management & insurance planning: Protect your family, wealth, and peace of mind

Financial Advisor Experience

Prior to starting Unrivaled Wealth Management, I spent six years advising high net worth clients at several RIAs in Ohio. I found my niche in equity compensation and business liquidity planning when I moved to Miami, FL to build and manage the financial planning department for a multi-billion-dollar RIA. I had the chance to work closely with ultra-high net worth business owners and corporate executives and saw how big of a need there is to capitalize on these once in a lifetime opportunities. My passion is providing real financial planning to help people achieve what's truly important to them. In the process, I want to help break the stigma that expensive investment products, hundred-page binders, and mahogany desks are what represent the industry. I want to be thought of as someone who really helps change client's lives through financial advice.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Life Planning, Stocks & Bonds, Startup, Succession Planning, Sudden Wealth, Personal Taxes