By Richard Boehm, CFP®
Is the complexity of your financial situation causing confusion? Is your financial future a major source of anxiety? We know the markets, the economy, and financial planning can be challenging, complex, and disconcerting. The good news: there’s no reason to go at it alone. As part of our process and a value-added service, we offer our Unified Second Opinion Service. We make ourselves available as a sounding board and provide a second opinion on your finances to help you feel confident about your financial future. 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.