• 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.