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Our Goal is to Make Your Money Work Harder, Smarter, And More Tax Efficiently

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Comprehensive Planning Can Help Yield Superior Results

Contact us for an initial consultation.

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Protect Your Life’s Most Valuable Assets

Learn strategies to insulate the wealth you’ve accumulated

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Why Us?

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.

 

About Us

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 Philosophy

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.
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Our Process

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.
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Our Services

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.  

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Financial Planning

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.
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Retirement Planning

Successful Retirement Planning helps you identify the right strategy for your family or business to ensure that you’re maximizing your savings and tax benefits. Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
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Investment Management

Investment planning is about developing tax efficient strategies that revolve around our client’s goals, time horizon, risk tolerance, and investment experience. Our goal is simple; we manage the risk of your investments so you can achieve your financial goals in your desired time frame.
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Estate Planning

Planning for the transfer of assets is a critical element of financial planning, especially if there are other individuals who are dependent upon the assets for their financial security.
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Tax Strategies

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. 
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Insurance Strategies

Strategic use of insurances can protect you and your family from undue hardship. Some insurance products also provide tax-advantaged savings that you can draw on to achieve goals like buying a house or retiring comfortably. 
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Our Team

 

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Zachary Hobby
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Zachary Hobby

Email: zhobby@unifiedwm.com

Zachary Hobby, cofounder of Unified Wealth Management, is a fully licensed and regulated Financial Advisor.  Zach operates off of the belief that helping others achieve what they want is the most fulfilling work, and he is grateful for the opportunity to help his clients achieve their dreams through effective wealth management.  Zach’s main focus is developing comprehensive plans for families and business owners to help them build portfolios that best match their investment and tax profile. Born and raised in the Tampa Bay area, Zach is a graduate of Florida State University, where he played football.  Zach and his wife, Claire, enjoy traveling, cooking, and most importantly, spending time with their precious children Evie and Theo.

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Robert DiMarco
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Robert DiMarco

Robert DiMarco, co-founder of Unified Wealth Management, received his Bachelor’s in accounting from Bryant University, a Master’s of Science in Taxation from Western Connecticut St. University, and is a licensed CPA in the State of Florida. He is a member of the AICPA, FICPA, and a member of the AICPA’s Tax Section.

Rob brings a “wealth” of business and tax knowledge to UWM. Starting his CPA practice over 25 years ago, he has prepared over 40,000 tax returns. During that time, way he has defended numerous clients in IRS audits, from correspondence audits to representing them in Tax Court; helped thousands of clients transform their entrepreneurial dreams into successful businesses, and retirement dreams into reality.

In his free time, Rob enjoys traveling, “beaching”, golfing and skiing with his wife Jacqui, a good laugh, and spending quality time with his family.

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Dave Meglay
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Dave Meglay

Email: dmeglay@unifiedwm.com

Dave is a Certified Financial Planner™  with more than 19 years of experience, which allows him, as a fiduciary of his clients, to offer advice on the development and implementation of investment strategies to help them meet their immediate and future goals. A native of suburban Chicago, he earned a Bachelor’s Degree in Business at Northeastern Illinois University, and his Certified Public Accountant designation from the University of Illinois.  In his spare time, Dave enjoys gourmet cooking and golfing.  Dave and his wife, Marcy, have two children and ten grandchildren.

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Kelly Morgan
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Kelly Morgan

Kelly Morgan is an administrative assistant for Unified Wealth Management. A New Jersey native, Kelly moved to the Sunshine State in 2018, where the weather matches her positive and upbeat personality. With training in customer service and business management, Kelly believes that a smile brightens any interaction. In addition to working as part of the Unified Wealth Management team, Kelly is currently finishing her doctoral dissertation on the history of visual culture in marketing and advertising in late-19th century New York City. In her spare time, she enjoys the reading on the beach, crafting, and spending time with her family.

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Nermine Bolos

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Nermine Bolos

Nermine Bolos is an Investment Adviser Representative with Unified Wealth Management.  She has lived in the Tampa Bay area for over 15 years and has experience in banking, accounting, and franchising.  Recipient of the 2021 Women -n- Charge Grant, and graduate of the 2020 Southern Diocese Lead Program, Nermine is passionate about educating women and small business owners on how to achieve their financial independence.  In her spare time, she loves cuddling with her three young daughters, volunteering at her church ministries and watching The Tampa Bay Lightning bring home the Stanley Cup!

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Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 727-216-8051
Fax: 727-400-3231

Email: zhobby@unifiedwm.com

Address: 220 Pine Ave. N Suite A, Oldsmar, FL 34677

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