About Unified Wealth
A team built around your financial goals
We are a group of dedicated retirement and business strategy experts committed to guiding our clients toward their long-term financial goals — with the flexibility and control of self-directed accounts.
Our Mission
Control your retirement, your way
At Unified Wealth, we believe everyone should have the opportunity to control their retirement savings and invest in what they understand. Our self-directed accounts give clients the flexibility to hold alternative assets — and our business-strategy team helps protect those investments with the right entity structures.
From your first call to a funded account, our specialists work together so the details are handled and nothing falls through the cracks.
You stay in control
We believe you should be able to direct your retirement savings into what you know and believe in.
Expertise across disciplines
Retirement, business strategy, tax, and estate planning — coordinated under one roof.
Done right, on time
We handle the paperwork and compliance so your accounts and entities are set up accurately.
Our Expertise
The teams behind your accounts
Behind every client is a coordinated group of specialists. Here is how each team supports you across the journey.
Leadership & Strategy
Sets the firm's direction and standards — aligning sales, operations, and business strategy so every engagement runs smoothly from first call to funded account.
Retirement Specialists
Guide clients through Self-Directed IRAs, Solo 401(k)s, rollovers, and contribution strategy — matching the right account structure to each person’s goals.
Business Strategy
Advise on entity formation, asset protection, and tax-efficient structures (LLCs, S- and C-corporations) that give your investments a solid legal foundation.
Client Engagement
Your point of contact for questions and scheduling — keeping communication responsive and making sure nothing falls through the cracks.
Retirement Admin & Support
Handle account onboarding, transfers, and custodian paperwork so your funds move accurately and on time.
Business Strategy Support
Manage document processing, filings, and fulfillment — turning strategy into completed, compliant paperwork.
Let's build your strategy together
Talk with our team about self-directed accounts, entity formation, and a plan tailored to your goals.