At Unified Wealth Management we understand there’s more to managing wealth than managing investments. We are a boutique financial planning and wealth management firm that provides a level of expertise and client care not found with many financial advisors. What sets us apart? A dedicated team of experienced CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals who work in a fiduciary role while delivering a truly comprehensive financial planning experience.
The components of your financial life are intertwined and should be managed as such. We coordinate your retirement planning, estate planning, tax planning, investment management, and risk management under one roof, so you can spend time enjoying life. We complement our advice with access to robust resources that we use to cohesively manage your wealth.