A complete list of active advisors currently associated with Ubequity Wealth Management, LLC

Warmer can help you find a great advisor at Ubequity Wealth Management, LLC or one who fits your needs even better.

Ubequity Wealth Management, LLC serves individuals (including high-net-worth clients), charitable organizations, employer plan sponsors, and small businesses, offering discretionary investment management alongside project-based and ongoing comprehensive financial planning. The firm’s services also include employee benefit plan consulting and tailored planning work on topics such as retirement, cash flow, estate, and tax-aware investment analysis. The firm’s investment approach is grounded in Modern Portfolio Theory and combines passive index exposures with active manager selections, primarily allocating client assets among SEI asset-allocation models and selected independent managers. Ubequity implements discretionary portfolio overlays — including use of an order management system for tax-efficient and opportunistic rebalancing — and will manage “held-away” accounts (for example, 401(k)s and HSAs) at clients’ custodians when requested. Compared with many peers, Ubequity has a relatively small client roster (about 45 clients) supporting roughly $50 million in assets, resulting in comparatively concentrated advisor–client relationships and frequent, personalized planning engagement. The firm also emphasizes specialized stock-compensation planning for executives (including analysis of ISOs, RSUs, RS, PSUs, concentrated-stock strategies, and coordination with tax and legal advisors), requires client agreements for SEI-managed accounts, and does not vote client proxies, leaving proxy decisions to clients.

To learn more about the advisors currently working at Ubequity Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.