Our Unique Process
The UWM Retirement Prosperity Road Map
When asked what makes us different than other financial services firms, the simple answer is we have a unique process that is the foundation for how we do business at Unified Wealth Management. It stems from our belief that there’s more to managing wealth than just managing investments.
When providing financial advice we look at the client’s entire financial picture and make sure all of the key areas are coordinated and working together in their best interest. Most financial advice offered today is typically focused on one area—investments. Too many people pay hefty commissions and fees when their advisor is simply selling them an investment or having their investments managed passively. We do things differently. We coordinate our client’s entire financial picture through a process we call The UWM Retirement Prosperity Road Map.