Unified Wealth Management is a full service financial firm that strives to offer the highest quality financial planning, investment and tax advice. Our mission is to make our client’s money work harder, smarter and more tax efficiently.
Unified Wealth Management comprises a combined 40 years of financial advising and CPA experience. Our solutions are crafted to ensure that we maximize the value of every dollar, because the more money you save on your taxes, the more money you have to fund life’s most important goals.
Our approach to wealth management is about building a partnership between advisor and client; a relationship built on a foundation of trust, accountability and transparency in an effort to give our clients the life they dream of through financial independence.
By developing strategies that are tax conscious, we aim to help you get the most out of your life’s savings. We don’t believe in one size fits all solutions. Thus, we will focus on developing a sound understanding of what you’re trying to accomplish, why it’s important to you, and then developing tax efficient strategies to get it done.
Contact us for more information on our Wealth Management strategies.
There are many financial products in the market, and choosing the ones that best meet an individual client’s needs can be complicated without proper consultation.