Welcome to United Advisors Wealth Management
Whether you have reached United Advisors Wealth Management website as a client, prospective client or a visitor, we hope you will come to appreciate how United Advisors Wealth Management is a very different kind of financial services firm; a firm that is interested and focused on the progress our clients make toward their financial goals. We have in place the skills, operational discipline and organizational culture to support this important objective.
Before founding United Advisors Wealth Management, I worked at several national wirehouse firms that were headquartered in New York. These firms promoted sales-driven cultures where brokers were rewarded for selling, rather than advising and providing service to clients. I believed there had to be a better way, a way where the interplay between you and your advisor is dynamic, where being a client means getting a fair value for your money, and where your advisor anticipates needs and updates your goals through regular dialogue.
At United Advisors Wealth Management, our frequent interactions with clients are centered on the client’s own strategic wealth plan and customized investment portfolio. Our clients are supported by a team of credentialed investment and service professionals whose job it is to assess and address client needs through close contact and attention to detail.
Founded in 2003 as United Atlantic Advisors, we have renamed the firm United Advisors Wealth Management. Through several acquisitions, our firm has joined forces with firms of similar integrity and philosophy over the last four years, and is no longer centered on the East Coast. If you joined us through an acquisition, we hope you will enjoy the skills and resources, client service and greater array of investment vehicles available through our firm.
Client service is such a priority that the firm completed the process to become ISO 9001:2000-certified, a designation that connotes an international standard of quality. We are putting in place the human capital and processes to ensure a consistent, high quality client experience and we invite you to join us.
Once again, welcome to United Advisors Weath Management.
Sincerely,
Chairman / CEO
