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LETS Make a Plan

Welcome To United Wealth Management, LLC.

Today more individuals recognize the need for professional financial planning. The complexities of the financial world requires an advisor who is both skilled and trustworthy. United Wealth Management, LLC focuses on providing yearlong personal attention and a service we believe you will find well beyond anything you have experienced on a consistent basis. Trust is the cornerstone of our approach to service. Our clients expect and trust that we are always looking out for their best interests. We strive to understand exactly what you need and want to work towards with your investments and engage your unique goals by using a disciplined planning process. We then create a customized financial plan for your family and help you implement strategies to pursue your goals.

As you explore our site we encourage you to learn more about United Wealth Management, LLC, the services we offer, and the benefits of working with an integrated, team-based practice whose partners are all CERTIFIED FINANCIAL PLANNER™ practitioners. If you are an existing client, you can use this site to access your account, read about the market under our research tab, and keep current on our upcoming events.

To request further information on our firm, please do not hesitate to contact our office.

Financial Guidance

In an increasingly complex world, we strive to simplify. No matter where you are in your financial journey, we can help you pursue your destination with our disciplined approach.

Wealth Management

Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through continuous short-term planning.

Protecting Your Legacy

Uncertainty leaves room for opportunity. At United Wealth Management, LLC we can address tomorrow by planning today. As Warren Buffett said, you can sit in the shade tomorrow because of the tree you plant today.

Security and Insurance

Our goal is to educate you on the risks associated with certain life events and implement effective ways to protect against unforeseen circumstances.

Our Areas of Expertise

Retirement Income Planning

We develop a financial strategy that helps you maintain your current standard of living throughout retirement. This involves outlining all your future sources of income, reviewing your budget, and planning for all your long term goals.

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Business & Succession Planning

A small business is typically an employer’s largest asset. We help you take advantage of the various qualified retirement plans and business succession strategies available to business owners.

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Asset Protection & Risk Management

We have built our business on managing and mitigating unnecessary risks. We help you manage your risk and expectations since we believe these will determine the outcome of your retirement planning success.

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