At Unified, when it comes to managing wealth, we bring multiple perspectives to the table. With complex planning situations, we believe the best outcomes are generated with a multi-disciplined team that encompasses a variety of specialties and areas of expertise.
Our core group of CERTIFIED FINANCIAL PLANNER™ professionals, portfolio managers, insurance specialists, and other business professionals look at your situation in its entirety. We are intensely focused on a client’s individual objectives. Using our collective capabilities and depth of experience, applying rigorous research, and collaborating with one goal – the client’s success – we provide a level of service and attention that far exceeds that of the typical advisor.
Our team process simplifies the complexities of your finances. It aligns our clients’ wealth with their values and intentions. And when you’re confident in your plan, you can pursue what you are most passionate about.