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Market Volatility - A Part of the Investment Experience

Sample Financial Plan

Client Welcome Letter 2022

Quarterly Economic Update - Q4 2021

Low Interest Rates and Investors

Proactive Tax Planning Webinar Series

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Read Our Special Report on Market Volatility

Here are 4 factors driving inflation right now and how they play into your holistic financial plan.

At Unified Wealth Management, we love to help people pursue their financial goals. One of the ways we do this is by discussing financial topics that affect us all. I’m a big believer that our best client is an educated client so, today, I want to talk about something that’s all over the news .…

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Resources from Winthrop Wealth

Market Commentary - Client Question - Insights - Updates

Video Library

Pre-retirees

Transitioning to retirement with confidence.
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Retirees

Income planning and strategies to help you pursue the lifestyle you deserve.
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Business Owners

You’ve worked hard to build a successful enterprise. We can help you leave your legacy with powerful succession and exit strategies.
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Affluent Families

It’s important that your legacy lives on for generations to come.
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Corporate Executives

Aligning your corporate benefits and overall financial plan to maximize wealth.
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Financial planning for Pre-retirees

Financial planning for Retirees

Financial planning for Business Owners

Financial planning for Affluent Families

Financial planning for Corporate Executives

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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.

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