Unified Wealth Management
Finance · Connecticut, United States · 1-10 Employees
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Overview
Headquarters
180 Post Rd E Ste 200, Westport, Connect...Phone Number
(203) 442-6752Website
www.unifiedwealth.netRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
2
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About Unified Wealth Management
Unified Wealth Management is a financial advisory firm located in Westport, CT, and Scottsdale, AZ, specializing in wealth management and retirement planning. They offer a holistic approach to financial services, catering to pre-retirees, retirees, business owners, affluent families, and corporate executives. Their services include wealth and investment management, retirement planning, tax analysis, insurance and risk management, and legacy planning. The firm aims to help clients transition to retirement with confidence and ensure their financial legacies endure for generations.Explore more
Unified Wealth Management Org Chart
CH
Co-Owner & Manager, Business Operations
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Unified Wealth Management is a financial advisory firm located in Westport, CT, and Scottsdale, AZ, specializing in wealth management and retirement planning. They offer a holistic approach to financial services, catering to pre-retirees, retirees, business owners, affluent families, and corporate executives. Their services include wealth and inves... Read More
