About Unified Wealth Management
Unified Wealth Management is a boutique financial planning and wealth management firm, serving clients nationwide from offices in Westport, CT and Scottsdale, AZ.
A family-owned and operated business, Unified started in 2004 with five offices in Arizona and experienced significant growth over the next few years. In 2013, Richard Boehm decided to focus on building a solid financial-planning practice rather than a financial enterprise. His desire to help people fueled his belief that everyone should have access to sound financial advice.
Today, using a team approach, Unified employs a plan-driven methodology for all its clients. Unified has developed and refined a method that unifies the key elements of your finances: tax planning, retirement & distribution planning, estate planning, risk management and investment planning. It is called The True Bearing Roadmap. Through this integrated approach, and its relentless pursuit to help others, Unified has a unique perspective to offer sound advice and help clients pursue financial success.
Our Strategic Alliance
Winthrop Wealth is an investment advisory and financial planning firm in Boston, MA. Like Unified, they are a family-owned practice and share in our core principle and fiduciary responsibility that clients come first. Winthrop has a multigenerational team with decades of financial and life experience, and manages approximately $1.27B in assets (as of 12/31/2019). Winthrop’s long-term client relationships are a testament to the firm’s business philosophy, service-centric approach, and strong system of values.
We chose to join Winthrop Wealth as advisors because our values are strongly aligned in our purpose and passion for what we do. We also believe strongly that financial wellbeing is about more than just wealth, it’s about time — time to spend on family, friends and the things that matter most.
At Unified Wealth Management, our mission is to help people lead rich, meaningful lives, allowing them to retire with dignity and build their own legacy. By way of their time, experience or money, we inspire our clients to live their values, empowering them to make positive impacts on their family, community and society. It’s what motivates us to give our clients everything we have, day after day.
At Unified, we have a genuine commitment to treat every client like family. And our passion for making people’s lives better guides us. We may not be the right firm for everyone, but we can really help those who share our values and embrace our process.
I came from a working-class family. My father worked construction and my mother was a nurse. They wanted their kids to have a better life; to work with their brains and not their bodies. They taught us to have a positive effect on society and to be good people. They wanted us to make a difference.
We always say that when you become a client, you become part of our family. Our entire client experience is built on these values because everyone deserves to retire with dignity.
Founder, Unified Wealth Management
We revere these values in our staff as well. Our experienced financial planning team is dedicated to the exceptional care of our clients and to preserving their wealth.
Richard Boehm, CFP®
CERTIFIED FINANCIAL PLANNER™
Chief Executive Officer & Founder
Rich is a practicing CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over 25 years of experience in financial planning and wealth management.
Sheena Oberoi, CFP®
CERTIFIED FINANCIAL PLANNER™
and Director of Operations
Sheena is our head of RIA operations and trading for Unified Wealth Management, and approaches that work with the same passion and discipline in work as she does in life.
Business Development Director
Kristen assists in the continued growth of our firm through her strong professional background of client relationship management, investor education, and employee benefits, with a special focus in qualified retirement plans.