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Founded by industry professionals and owned and run by advisors, Uniting Wealth Partners is seeking to redefine RIA platforms.
Founded by industry veterans and owned and run by advisors, Uniting Wealth Partners is a differentiated, exclusive RIA platform.
If you've been working at a large financial institution for a while, you might notice a few differences in how we operate.
01
We're an advisor-owned firm. We don't want to take away your control and ownership. Each advisor at Uniting Wealth Partners maintains majority ownership of their firm and owns part of the collective.
02
We'll help you maximize your value. With us, you have the support to better position yourself for stronger, organic growth with potentially improved margins. Leveraging the scale of the collective, you'll have access to sophisticated technology, centralized compliance and accounting, strategic marketing, and proactive recruiting team.
03
With access to sophisticated technology and operational support, our platform aims to eliminate operational headaches while allowing you more capacity and time to focus on what you need.
04
It's your business, we want to provide you with a succession plan on your terms, without a middleman, and the potential for a higher valuation. We want you to see Uniting Wealth Partners as we do -- a unique opportunity for second-generation above.
04
It's your business, we want to provide you with a succession plan on your terms, without a middleman, and the potential for a higher valuation. We want you to see Uniting Wealth Partners as we do -- a unique opportunity for second-generation above.
05
We offer a community of like-minded advisors. Our advisors are growth oriented with a strong work ethic and entrepreneurial spirit.
06
We're fiduciaries. You're empowered to always put your clients' interest first.
05
We offer a community of like-minded advisors. Our advisors are growth oriented with a strong work ethic and entrepreneurial spirit.
06
We're true fiduciaries. You're empowered to always put your clients' interest first.
Who really owns the house?
UWP is seeking to redefine the RIA model to effectively meet your hard work and dedication, better solve your tougher challenges, and being able to set you up for success in the future.
Advisor Services
Driving organic growth.
- M&A and investment banking
- Outsourced technology
- Life insurance & financial planning
- Compliance
- P&C insurance
- Domestic trust services
- Risk-mitigated investment solutions
- Client-friendly market insights
- Technology & middle office
- Marketing
- Outsourced CFO
Client Services
Driving additional revenue and client satisfaction higher.
- Financial planning
- Wealth management
- Banking & lending*
- Insurance (life, P&C)*
- Trust & estate*
- Business valuation & M&A*
- Investment banking and business exit planning*
