Our Philosophy

Our approach to wealth management is based on building a strong 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. 

The UWM philosophy is built on a simple concept- develop a plan and present solutions to help you achieve your most important financial goals. The foundation of that concept is the financial plan. A financial plan allows us to take a comprehensive approach so we can build investment and tax strategies that grow and adapt with your life. After developing the plan, we present a variety of solutions to help your money work harder, smarter, and more tax efficiently.

We specialize in working with individuals and families at all life stages. Some of our clients include:

• Individuals in the early stages of wealth accumulation
• Individuals and couples looking for estate planning techniques to transfer their wealth to future generations
• Businesses owners in need of retirement planning to help them accumulate wealth while maintaining the lowest possible tax liabilities
• Businesses offering employees various retirement planning opportunities

Contact us today to learn more about our approach to wealth management.