By Richard Boehm, CFP®
Did you know Unified Wealth Management is on social media? We created our pages as an extension of our mission to help provide the knowledge you and your family need to have a favorable outcome. By empowering and educating our clients to make confident financial decisions, we can make our mission a reality. If that’s what you want to experience, here’s what you can expect to see from us on social media:
- Valuable resources we want to pass on to you
- Firm and team updates
- Quick responses to your comments and questions
- Timely and relevant content to help you on your financial journey
We believe education is the key to successful results, so our content is tailored to our clients and their situations, challenges, and opportunities. Our social media sites offer the thoughtful resources and care you have come to expect from us.
When you follow us on Facebook, Twitter, and LinkedIn, you’ll get to know us a bit better, see what we are up to, and share with us how we can serve you better. If you are looking for oversight and guidance in all areas of your finances and don’t want to carry that burden alone, we invite you to take the next step and connect with us on social media!
Follow us now on Facebook and Twitter, and connect with us on LinkedIn!
Richard Boehm is the 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.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.
It is important to remember that no investment strategy assures success or protects against loss. All investing involves risk which you should be prepared to bear.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Winthrop Wealth, a Registered Investment Advisor and separate entity from LPL Financial.