We serve as a "personal CFO" for a select group of clients for whom we can make a large impact. Our time-tested consultative process begins with learning about all that is important to you. We deliver peace of mind by executing holistic wealth management, investment consulting, and providing unbiased advice on employer-sponsored retirement plans.
Since 1985, UAS Wealth Advisors has helped affluent investors build true confidence in their financial future. As a premier, fee-only wealth management firm, we empower successful individuals and families to make smart decisions about their money and take charge of their financial lives. For over 30 years, our advisors have united their individual expertise to form a truly dynamic collective.
Since 1985, UAS Wealth Advisors has helped affluent investors build true confidence in their financial future. As a premier, fee-only wealth management firm, we empower successful individuals and families to make smart decisions about their money and take charge of their financial lives. For over 30 years, our advisors have united their individual expertise to form a truly dynamic collective.
Services
The Wealth Management Consultative Process is our collaborative, holistic, and systematic approach for identifying and resolving a client's unique financial challenges over a long-term basis. Relationship management first involves thoroughly understanding our clients. This means comprehending not just their financial goals and challenges, but who they truly are as people, including their most important values and motivations.
Effective financial planning creates stability in the face of life's many uncertainties. While providing an overview of the big picture, our advisors develop comprehensive strategies for clients that allow them to make stronger financial decisions.
Though one-size-fits-all strategies may be the norm in the financial services industry, we specialize in tailoring plans to fit your current situation while accounting for your future growth trajectory.From identifying the optimal life, disability, or long term care insurance for you to developing tax-advantaged college savings plans and preparing you for retirement, our advisors strive to promote your total financial independence.
Though one-size-fits-all strategies may be the norm in the financial services industry, we specialize in tailoring plans to fit your current situation while accounting for your future growth trajectory.From identifying the optimal life, disability, or long term care insurance for you to developing tax-advantaged college savings plans and preparing you for retirement, our advisors strive to promote your total financial independence.
In order to uncover a client's true financial issues and have a systematic method for addressing them, our firm utilizes a five-step, time-tested consultative process. The Discovery Meeting is the foundation to this process. We ask a series of questions in order to ascertain a thorough and comprehensive understanding of you and your life, including your values and goals.
UAS Wealth Advisors is located on the 3rd floor in the beautiful Jefferson Green building. Known to locals as one of the most architecturally advanced buildings in New Mexico. Jefferson Green offers great views during balloon fiesta, and state of the art efficiency. Jefferson Green is also home to the architecture firm that designed it.
Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need. Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Our collection of calculators is a great starting point if you have a question or concern about your personal finances.
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