Uniting Wealth Partners is an independent wealth management firm comprised of experienced, client-focused advisors.
Utilizing industry-leading resources, access to specialists, and a wide range of solutions, our advisors help clients simplify and consolidate their financial lives so they feel confident in achieving their goals.
The Uniting Wealth Partners Difference
Uniting Wealth Partners offers the stability and resources of a well-established organization while maintaining the personal touch of a boutique advisory practice.
We take a truly holistic approach to wealth management to provide you with a true picture of your financial life that is coordinated and streamlined.
Fiduciaries
Uniting Wealth Partners is an independent firm held to the highest fiduciary standard. As an SEC-registered Registered Investment Advisor (RIA), we always act in your best interests.
Access to specialized expertise
We have access to a deep bench of specialized experts and best-in-class service providers to ensure you receive the highest level of service.
Personalized attention
You can expect a high degree of personalized attention and responsiveness. We are always here to take your call and help you through any decisions that come up along the way.
Streamlined financial management
Access and manage all your financial information in one easy-to-use portal powered by our comprehensive services and technology platform.
Find an Advisor
We have advisors nationwide, serving clients in every corner of the country. Find an advisor in your area.
Leadership Team
