A complete list of active advisors currently associated with Unified Wealth Management LLC
Warmer can help you find a great advisor at Unified Wealth Management LLC or one who fits your needs even better.
Unified Wealth Management LLC provides financial planning and investment advisory services to individuals, including high-net-worth clients, as well as businesses, trusts, corporations and nonprofit organizations. The firm offers ongoing portfolio management and prepares written investment policy statements, generally constructing diversified portfolios of ETFs, mutual funds and individual stocks to align with clients’ goals and risk tolerances. Unified emphasizes a comprehensive, documented planning process and acts as a fiduciary, conducting thorough personal, professional and business assessments before recommending strategies and delivering periodic written reviews. The firm uses a mix of fundamental analysis, modern portfolio theory and technical analysis to build discretionary portfolios tailored to each client’s objectives and documented risk profile. The brochure discloses several outside-industry affiliations that are atypical for peers: the principal serves as Director of Operations at DiMarco & Associates CPAs and owns Unified Risk Management, LLC, and both advisors hold insurance agency relationships with Ash Brokerage and multiple life insurers (Assurity, Banner Life and Symetra); these activities are disclosed as generating roughly 5% of each advisor’s annual compensation and requiring only a few hours per month. Unified Wealth Management LLC notes these outside roles may result in occasional insurance or annuity recommendations but states clients are free to accept or decline use of the advisors’ outside services.
To learn more about the advisors currently working at Unified 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.
Name |
Location |
Years of experience |
|---|---|---|
Oldsmar, FL
| 8
| |
Oldsmar, FL
| 16
|
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