Wealth Management Services

Grow.
From financial planning to investment advice, we focus on helping our clients grow their wealth.
Protect.
As a trusted advisor, we regularly review investment performance and risk tolerance to protect and maximize our clients’ portfolios.
Transfer.
Estate planning is just one way we help our clients have peace of mind that their wealth will benefit their loved ones for generations.

Investment Advice

Retirement Planning

Social Security Benefits

Elder Law Assessments

Wills and Trusts

Legacy Planning

Trusted financial adviser since 2000.

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Years of Financial Planning experience

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Individual Portfolios Managed

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Objective, Your Genuine Wealth!

Meet Our Team

Matt Landini, CFP, CPA

Prior to founding Genuine Wealth, Matt worked as an advisor, consultant and analyst at several large public companies including Merrill Lynch and TIAA-CREF. A graduate of Indiana University Kelley School of Business, has more than 30 years experience in the areas of individual tax planning and preparation, retirement planning and income, investment and consulting, and personal financial planning.

Jason White, CPWA, JD, AAMS

Genuine Wealth has partnered with the law firm of Dickmann, Reason, Bogigian & White to offer clients a full-service approach to wealth management.  Jason is an attorney, Certified Private Wealth Advisor and Accredited Asset Management Specialist. He’s a graduate of Indiana University School of Law.

Complimentary Consultations

Ready for a second opinion on your current investment strategy or retirement plan?

Contact us today for a hassle free review of your portfolio.