A complete list of active advisors currently associated with Unique Wealth Strategies
Warmer can help you find a great advisor at Unique Wealth Strategies or one who fits your needs even better.
Unique Wealth Strategies serves individuals (including high-net-worth clients), small businesses, trusts, estates, and charitable clients with ongoing asset management, financial planning, and retirement plan services. The firm delivers asset management primarily through its proprietary Unique Wealth Strategies Wrap Program and also offers ERISA plan advisory roles as either a limited-scope 3(21) advisor or a discretionary 3(38) investment manager. UWS’s investment program uses a mix of fundamental, technical, quantitative, and modern portfolio theory approaches and the brochure discloses use of instruments and techniques such as options, futures, swaps, margin/borrowing and leveraged or inverse products in client accounts. These trading capabilities and the firm’s disclosure that it may engage sub-advisors and monitor assets held at unaffiliated managers indicate a willingness to employ derivatives and leverage within managed portfolios and wrap arrangements. What is distinctive for a firm of its size is that UWS sponsors its own wrap-fee program and discloses common ownership with affiliated non-advisory entities (a multi-family office and a business advisory firm), while some advisory representatives also act as insurance agents and may recommend insurance-related products. The brochure further notes the firm can facilitate access to alternative managers (naming examples such as Goldman Sachs and Blackstone), that it does not share in those managers’ fees, and that these affiliations and dual roles are disclosed as potential conflicts.
To learn more about the advisors currently working at Unique Wealth Strategies, 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.
You can also browse Unique Wealth Strategies's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Burr Ridge, IL
| 18
| |
Burr Ridge, IL
| 28
| |
Burr Ridge, IL
| 1
| |
Burr Ridge, IL
| 4
| |
Hillsborough, CA
| 4
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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