Delivering Trusted Value (who we are)
United Wealth Management provides independent, end-to-end financial planning and advice to individuals and professionals across the country, including small business owners, entrepreneurs, and retirees. We focus on providing immediate, fact-based alternatives to help you comfortably pursue the life aspirations that are most important to you by helping you enjoy building your business, planning for retirement and most importantly, life after work.. read more
Our clients consider us more than their wealth advisor. We are consultants and strategists, deeply involved in your financial life and dedicated to your success. At United Wealth Management our approach is to initiate the conversation, and together, develop the philosophy that is customized around your unique goals, objectives and risk tolerances. We then create an investment strategy that focuses on you. Once we have developed your plan based on your philosophy bound by a sound investment strategy. Through the use of our Financial Control Score Card® (Financial Control Scorecard®, or FCS® powered by Financeware® and Morningstar®), we then monitor your investments and how they are performing versus your goals, objectives and risk tolerance. Using our unique process, we can help the client gain complete financial control.
To gain complete financial control, we will help you:
- Develop a philosophy around your unique goals, aspirations, and objectives
- Create an investment strategy that correlates well with your philosophy and risk tolerance
- Master your personal financial situation
- Monitor Investments through our Financial Control Score Card®
- Confidently and quickly adjust to any unexpected financial event
- Comfortably pursue the life aspirations that are most important to you
We share your goals of seeking success. Whether you are at the very beginning of your career or looking to enjoy life after work, we are dedicated to developing innovative ideas without bypassing ordinary solutions. Because we can draw upon the experience and knowledge of a nationwide team comprised of Certified Financial Planner, Chartered Financial Analysts™ and advanced degree professionals who work in concert to serve as a full-service wealth management “think tank”, we know what works and what does not. We understand the value of passing your life’s work to the next generation, or protecting your legacy from taxes, inflation and the emotional whims of the market. Our clients have been good stewards all their life; they are folks just like you, looking for an advocate to their causes. For some that’s family and wealth transfer, some it may be charities, a family foundation, for others making sure what they spent a life time building will be properly cared for. For us at United Wealth Management it is you the client that stands at our core. Our relationship is a privilege built on trust in each other. Our results are a track record delivering complete financial control.
Live your One Best Financial Lifesm . In today’s increasingly complex and ever changing economy, our mission is clear. We want to clarify a financial world that is made more complicated every day through constant change in tax law, estate planning, health and long term care issues, market related events domestic and foreign, inflation, a strengthening or weakening dollar. All of these and many other issues lead to confusion.
Our goal is to make a complex and confusing financial world more manageable so that together we can provide a road map toward living your One Best Financial Lifesm .
Through the use of our unique Financial Control Scorecard® we have the capability to deliver complete financial control. Our system is designed to focus on each individual client’s goals and objectives. Determine if risk is necessary. I always like to ask, “Why take it if you don’t need it?” Develop solutions based on your priorities. Monitor progress and provide continued updates. Ultimately providing you with the confidence and knowledge that your portfolio is being monitored and kept in balance based on what is important to you. It is our belief that your resources have to serve you today, tomorrow, and for many years to come. Our Financial Control Scorecard® allows all of our clients to properly adjust their investments to changing market conditions, while simultaneously providing the needed amount of liquidity, and risk management while taking into consideration the ever present tax situations.
Our Objective:
To produce results that are sustainable to each clients unique financial needs and desires. Each client is an individual and brings with them differing financial goals and characteristics. We also recognize that the client’s funds must last more than one market cycle, and the outcome must be measurable by the client. Although, results will vary depending upon the goals and characteristics of each client; the one item that we know that all clients have in common, and that we want to foster and support, is that results are directed toward achieving your unique long-term financial goals.
