A complete list of active advisors currently associated with WealthUnite Advisors, LLC

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

WealthUnite provides investment advisory services primarily to U.K. expatriates residing in the United States who maintain overseas pension assets, and to U.S. residents seeking investment advice. The firm’s services emphasize ongoing advice for international pension arrangements and non-discretionary portfolio management using mutual funds, ETFs, UCITS, individual debt and equity securities, and other instruments. WealthUnite operates on a non-discretionary basis, gathering client information through a fact‑find and producing a suitability report that drives tailored asset allocation recommendations; clients must approve trades before execution. The firm monitors accounts periodically, offers limited ancillary financial planning, and advises clients to obtain separate tax or legal counsel where appropriate. A distinctive feature is that WealthUnite reports essentially all assets under management as non‑discretionary, which is uncommon among independent advisers and means clients bear the responsibility to authorize transactions and may experience trading inactivity. The firm’s business model is pension‑centric: it provides ongoing advice for existing QROPS arrangements, declines to solicit new QROPS transfers after the 2017 U.K. tax change, and assists eligible transfers to SIPPs — including advancing and recovering the cost of required independent U.K. transfer analysis reports — while relying on third‑party pension trustees and custodians for custody and reporting.

To learn more about the advisors currently working at WealthUnite Advisors, 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.