Down to earth, no-nonsense investing
Investing doesn’t have to be complicated. At Unify Wealth Management our investment philosophy is simple. Invest early, invest often, broadly diversify, rebalance frequently, and keep fees and taxes as low as possible. In addition to this systematic, disciplined investment process we listen to you and seek to understand your life and financial goals. Then we help you to develop a sensible investment strategy to pursue them. Our portfolio management services are based on your goals, objectives, time horizon, and risk tolerance.
In addition to fee-based investment management, we offer:
- Fiduciary Services – Your interests come first.
- Retirement planning
- Personal financial statements
- Personalized savings strategies
- Rollover and investment consolidation
- Tax planning
- Estate planning
- LIfe and disability insurance reviews
- Business retirement plans
Contact us today for a free consultation.
