Unified Wealth Management

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Call us Toll Free: 866.837.8299

Connecticut Office

Unified Wealth Management
180 Post Road E, Suite 200
Westport, CT 06880
Phone: 203.442.6752
Fax: 203.442.6759

Arizona Office

Unified Wealth Management
6720 N Scottsdale Road, Suite 378
Scottsdale, AZ 85253
Phone: 480.668.3016
Fax: 480.668.3416

Email: sheena.oberoi@unifiedwealth.net

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  • Financial planning for Pre-retirees
  • Financial planning for Retirees
  • Financial planning for Business Owners
  • Financial planning for Affluent Families
  • Financial planning for Corporate Executives

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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.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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