Bella Vista, AR Office
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Uniting Wealth Partners
Team
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About
Uniting Wealth Partners provides wealth management, financial planning and consulting to individuals, high‑net‑worth clients, trusts, estates, businesses and charitable organizations. The firm also offers investment consulting to brokerage customers of Mutual Securities, Inc. and may recommend products offered by affiliated Network Advisors.
Portfolios are typically built with low‑cost, diversified mutual funds and ETFs but may include individual stocks, bonds, options, REITs and alternative investments as appropriate, using fundamental, technical, cyclical and charting analysis. Investment solutions are generally long‑term oriented and can be implemented directly or, when appropriate, through unaffiliated Independent Managers with ongoing oversight by the firm.
Several aspects distinguish Uniting Wealth Partners from many peers: it was founded in 2024 and is a subsidiary within the WAGN network with ownership ties to PWM PartnerCo and Echelon Wealth Advisors, allowing it to integrate Network Advisors and Network Providers under disclosed conflict controls. The firm operates from six offices, manages approximately $935 million (mostly on a discretionary basis), and maintains consulting arrangements with a brokerage firm and institutional relationships with custodians that provide operational and technology support.
Based on Uniting Wealth Partners
Expertise
Based on Uniting Wealth Partners
Location
633 W Lancashire Blvd
Bella Vista AR 72715
Advisors at this office
1
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