What makes us Genuine
Why Genuine Wealth
Genuine Wealth is a fee only Registered Investment Advisory firm, dedicated to helping individuals and families grow, protect and transfer their wealth. We provide comprehensive financial and estate planning, helping our clients to create the legacy they want to leave.
​
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.
OUR TEAM
More about Matt >
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 that permits him to give his clients the personal attention they deserve, he worked as an advisor, consultant and analyst at several large 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.
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, founding partner in Genuine Wealth, Certified Private Wealth Advisor and Accredited Asset Management Specialist. He is a graduate of Indiana University School of Law.
​
His years as a Wealth Advisor have put him in a unique position to be able to provide a full service Estate and Medicaid planning practice being approached from the legal and financial viewpoints.
ERIN EDWARDS
CISP, ATOP
​
OFFICE OPERATIONS MANAGER
​
Tel: 317.477.7283
More about Erin >
Erin has worked in the banking and finance industry since 2002. She has experience in life insurance trust and estate administration, but her primary focus is in wealth management operations.
She holds a Bachelor's degree in Management with a minor in Accounting and Human Resources Certificate and a Masters of Business Administration with a focus in Personal Financial, both from Indiana Wesleyan University .