• Financial planning for Pre-retirees
  • Financial planning for Retirees
  • Financial planning for Business Owners
  • Financial planning for Affluent Families
  • Financial planning for Corporate Executives

Legal, privacy, copyright & trademark policies

View our Customer Relationship Summary | View Form ADV

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Winthrop Wealth, a registered investment advisor. Winthrop Wealth and Unified Wealth Management are separate entities from LPL Financial.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, FL, IL, IA, IN, LA, MD, MA, MN, MO, MT, NJ, NM, NY, ND, OK, PA, RI, SC, TX, and VA.

BrokerCheck by FINRA