In this information-saturated society, access to investments and financial advice is just a telephone call or web click away. But few individuals have the experience and resources to go it alone. While the financial marketplace is crowded with firms eager to help you manage your financial affairs, where should you really turn for help?
Where can you find the confidence that comes with knowing that your best interests drive every decision? At Unified Wealth Advisors, we manage your wealth with sensitivity and skill. We understand the financial challenges and opportunities life and business present to you. Across our wide range of services, we work in numerous ways striving to help your financial affairs flourish.
Where can you find the confidence that comes with knowing that your best interests drive every decision? At Unified Wealth Advisors, we manage your wealth with sensitivity and skill. We understand the financial challenges and opportunities life and business present to you. Across our wide range of services, we work in numerous ways striving to help your financial affairs flourish.
Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
You need to know that the advice that you are getting is unbiased, objective, and personal. Many firms and advisors are based upon a "captive" relationship where the advisor is controlled by the firm's management and told what advice to give and what products to sell or offer. We believe this can lead to poor advice and conflicts of interest.
Rather than claim to be all things to all people, we prefer to work with a select few who require more personalized solutions and greater communication from their financial advisors. In today's complex global economy winners become losers, safe havens can become risk exposures, and new opportunities can emerge in places where no one ever thought to look.
Once we know what you want out of life - for yourself and your family - we evaluate where you are relative to your goals. We can then recommend strategies designed to help get you where you want to be. But we don't stop there. We help you implement the recommendations. And, we watch over your plan so that you can live your life.
Where you live! What you do! Where you go! You've given special attention to the things that define your life. The experience you need to be successful throughout your financial life will need to evolve as the external forces and personal circumstances surrounding your finances change.
At your side, guiding you on this journey is your Personal CFO Team, consisting of our in house professionals and support staff, our targeted network of local professionals and our relationships with recognized experts in the field of finance, economics, investment and taxes.However you personally define success, you will face a variety of challenges along the way.
At your side, guiding you on this journey is your Personal CFO Team, consisting of our in house professionals and support staff, our targeted network of local professionals and our relationships with recognized experts in the field of finance, economics, investment and taxes.However you personally define success, you will face a variety of challenges along the way.
Reviews (1)
Africa Ott
Apr 05, 2014
Report
