Genuine Wealth is a fee only investment advisory firm dedicated to helping individuals and families grow, protect and transfer wealth. We provide comprehensive financial planning and legal services – all under one roof.
With over 50 years of experience firmly rooted in investment, tax and life care planning, the Genuine Wealth team acts on each client’s behalf as a fiduciary, which means the team always puts the clients’ best interests first. It’s our goal to match the investment strategy with the client’s evolving capital appreciation, income, risk tolerance and estate planning needs.
Our goal isn’t to attempt the impossible by picking the single best stock, or predicting every market fluctuation. Rather, it’s to ensure client satisfaction, peace of mind and financial goal achievement.
Learn more about Genuine Wealth:
Why Choose Genuine Wealth?
Flexible Portfolio Management
By using TD Ameritrade, an independent third party for trading and custody of client assets, Genuine Wealth has the universe of investments available to use in developing customized investment solutions to meet client goals and risk tolerance. Be it individual stocks (equities) and bonds (fixed income), mutual funds, ETFs, alternative investments or passive index driven investment solutions, every client has access to the appropriate investments to achieve their goals.
Low, Transparent Fees
Unlike many brokers, we are true professionals with one simple and transparent fee model based on the size of each client’s portfolio. We don’t earn commissions so there is never an incentive to buy/sell or frequently trade. If our client does better, we do better.
Direct Customer Service
We provide clients with objective, honest and transparent financial and legal advice tailored to their unique goals. And we don’t believe it’s possible to over communicate. Our clients entrust us with their financial presents and futures, so we want them to have the peace of mind that their investment portfolio performance is always top of mind.
Matt Landini, CFP, CPA, Founder and President
Matt has worked in the areas of individual tax planning and preparation, retirement planning and income, investment and consulting, and personal financial planning since 1980. Prior to founding his firm so that he could give his clients the personal attention they deserve, Matt worked as an advisor, consultant and analyst at several large public companies including Merrill Lynch and TIAA-CREF. He holds a degree in accounting from Indiana University Kelley School of Business, and is a Certified Financial Planner and Certified Professional Accountant.
Jason White, CPWA, JD, AAMS, Principal of Dickmann, Reason, Bogigian & White
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.