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 — as well as small businesses, trusts, estates, and charities, providing discretionary asset management, financial planning, and ERISA retirement-plan advisory services. The firm offers ongoing portfolio management and can act as either a limited-scope ERISA 3(21) advisor or a discretionary 3(38) investment manager for qualified and non-qualified plans. Portfolios and plans are delivered primarily through the firm’s wrap-fee platform, with investment analysis that can include fundamental, technical, quantitative methods and modern portfolio theory tailored to client objectives and risk tolerance. The firm’s disclosures also note the use of derivatives, options, futures, inverse/leveraged products and the use of margin/borrowing in client accounts, which introduce additional leverage and market risks relative to more conventional equity-and-bond-only programs. Distinctive features include that all asset management services are offered through Unique Wealth Strategies’ own Wrap Program and that the firm is under common ownership with Unique Multi Family Office, LLC, which provides non‑advisory multi-family office services such as accounting and tax coordination, estate planning support, family governance, and lifestyle management. The brochure also discloses that some advisory representatives are dually registered or act as insurance agents, and the firm supervises about $381.5 million in assets across a small team, arrangements the firm identifies as potential sources of conflicts that it seeks to manage.
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.
Name |
Location |
Years of experience |
|---|---|---|
Burr Ridge, IL
| 18
| |
Burr Ridge, IL
| 28
| |
Burr Ridge, IL
| 4
| |
Hillsborough, CA
| 4
|
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