By Richard Boehm, CFP®
There’s a lot going on in the markets these days, and the name of the game is uncertainty and volatility. Although we have no control over the factors causing this uncertainty, Unified Wealth Management is here to help you take a deep breath and walk you through whatever our markets decide to do. Watch this quick video to find out how we’re watching over your finances and some of the proactive steps we’re taking so you don’t have to alter your lifestyle or the way you save.
Richard Boehm is chief executive officer and founder of Unified Wealth Management, a family owned and operated independent financial planning and wealth management firm. With over 25 years of experience, Rich serves high-net-worth executives, professionals, and retirees nationwide, with offices in Westport, CT, and Scottsdale, AZ. Using the firm’s proprietary process, The True Bearing Roadmap, Rich provides a holistic approach to wealth management, analyzing his clients’ entire financial situation and designing strategies to help them pursue their goals and live rich, meaningful lives. He leaves no stone unturned as he unifies the key elements of his clients’ financial lives, from planning for taxes, retirement, and distributions to risk management and planning for your estate and investments.” Rich prioritizes building long-term relationships with his clients, treating them like family and making an impact on their lives.
Rich is a CERTIFIED FINANCIAL PLANNER™ professional and holds a bachelor’s degree in accounting and finance from the State University of New York College at Oswego. Rich gives back to his community by dedicating time and resources to a variety of charitable organizations and even founded a non-profit organization to support causes that matter to him. Outside of work, Rich loves spending time with family and friends, playing tennis, cycling, and entertaining guests. To learn more about Rich, connect with him on LinkedIn.