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.
In order to develop an effective plan, we start with examining your current financial position and developing a road map to get you to your desired destination. Our plans are designed to combine comprehensive data into a simple and easy to follow approach.
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. Primarily, people are living longer...a person who turns 65 today could be expected to live as many as 20 years in retirement.
Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
Planning for the transfer of assets at death is a critical element of financial planning, especially if there are other individuals who are dependent upon the assets for their financial security. Planning for estate transfer can be as simple as drafting a will, which is essential.
No one enjoys paying taxes, but by working together we can develop strategies that fit your needs. At UWM, we use the proper tools to lower your present and future tax liabilities in order to fund retirement accounts with money that would otherwise go to Uncle Sam.
Risk management is essential to any comprehensive financial plan.