A CERTIFIED FINANCIAL PLANNER™ (CFP®) is one of the most esteemed designations a financial advisor can earn. As CFPs, we abide by a strict code of ethics, exceptionally high fiduciary standards and complete substantial educational requirements each and every year. We maintain this certification as a commitment of excellence to our clients and our firm.
Unified Wealth Management
We see your whole picture.
Legal, privacy, copyright & trademark policies
View our Customer Relationship Summary | View Form ADV
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.
