CERTIFIED FINANCIAL PLANNER™ Chief Executive Officer & Founder
Phone: 203.442.6752 E-mail: firstname.lastname@example.org
Richard Boehm is CEO & Founder of Unified Wealth Management. He is a practicing CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over 25 years of experience in financial planning and wealth management. Unified Wealth Management provides complete and comprehensive financial planning, tax, investment, estate planning, & risk management services to their clients.
Richard believes that sustaining wealth and developing true prosperity requires effort and discipline similar to what is necessary to attain wealth in the first place. Richard analyzes a client’s entire financial situation and serves as a caretaker of clients’ wealth, expending the effort to maintain their finances and allowing them to do the things they want; traveling, retirement, and enjoying the grandchildren.
His devotion to his profession was born in experiences that demonstrated the importance of being financially prepared when life intervenes. His parents taught him that financial advising is an enormous responsibility and putting the interests of clients first was the path to true success.
Richard helped create the Unified True Bearing Roadmap, a unique process that provides a thorough and integrated review and analysis of clients’ tax, estate, investment, risk management, and overall financial health; allowing the development of an integrated plan to help them achieve their goals.
Fiercely independent and a fiduciary focused on what is best for clients, Unified Wealth Management has no proprietary products or sales quotas. Everything they do, every strategy they suggest, every product they recommend is solely to support the pursuit of the client’s plan.
Just as he is driven to help his clients attain financial security to enjoy life, Richard strives to make a positive difference in his community. He has dedicated time and resources to a variety of charitable organizations. To create a greater impact, he has even launched a non-profit organization to support worthy causes close to his heart.
Away from the office, Richard has many interests including playing tennis, cycling, tending to his garden and fishing on Nantucket. Richard is a food and wine enthusiast who loves cooking for family and friends. Richard is a dedicated member of St. Luke’s Catholic Church in Westport CT.
“Go confidently in the direction of your dreams. Live the life you have imagined.”Henry David Thoreau
Richard Boehm is an advisor with Winthrop Wealth and conducts business through Winthrop Wealth under the name Unified Wealth Management. 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.