Wealth Strategy (ft. Matt Rinkey)

Matt Rinkey is a wealth advisor and certified exit planner who specializes in helping entrepreneurs and real estate investors maximize their business value and achieve their financial goals. With a background in family office, hedge fund, and real estate, Matt brings a wealth of experience to support his clients in building the right strategies for wealth creation and life aspirations.

Through his boutique team's comprehensive approach and flat fee model, Matt serves as a valuable resource for entrepreneurs, providing guidance on day-to-day financial questions and major life-altering events. His expertise focuses on integrating personal and business planning, exit planning, and creating customized investment checklists to help clients prioritize their business growth and avoid common pitfalls.

"So how do we make them better as investors? And that's just not by, hey, send your money here." 

 

Key themes included:

1. Gaining expertise from clients and members

2. Entrepreneurial strategies for tax planning

3. Evaluating financial team and wealth creation

4. Exit planning and maximizing business value

5. Investing based on core values, checklist

6. Integrating personal aspirations with business goals

7. Importance of early planning for entrepreneurs

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Website: http://www.illuminationwealth.com/ 

 Contact: matt@illuminationwealth.com

 LinkedIn: https://www.linkedin.com/in/mattrinkey/

 

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