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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Unique Wealth

We’re an independent registered wealth manager. We provide peace of mind through comprehensive financial planning.

06/21/2026

Today we celebrate the fathers and father figures who show up every day for the people they love. To all the dads in our Tampa Bay community, wishing you a happy and well-deserved Father's Day!

06/18/2026

Kyle Waterbury was recently in Santa Fe for the 2026 Advisor to CEO Summit, an experience centered around leadership development and deepening the kind of purposeful, client-first thinking that guides everything we do.

Generational guidance and genuine advocacy for our clients have always been central to how Unique Wealth operates, and this experience only deepens that foundation. Kyle is looking forward to bringing those leadership insights back to the team and the families we have the privilege of serving.

06/08/2026

As residents of beautiful Tampa Bay, the ocean is close to home and close to our hearts, with coral holding a special place in the philosophy that guides our work: uniquewealth.com/our-story. World Ocean Day is a reminder to pause and appreciate the waters that shape our world. Whether you are on the coast or far from it, the ocean plays a role in all of our lives. Today we celebrate it, and recognize the importance of keeping it healthy for generations to come.

For those looking to give back to the waters that give us so much, consider supporting one of the organizations below:

- World Ocean Day : worldoceanday.org
- Keep Tampa Bay Beautiful : keeptampabaybeautiful.org
- The Ocean Cleanup : theoceancleanup.com

Wishing our Tampa Bay community a wonderful World Ocean Day and a reminder to enjoy, appreciate, and protect it.

06/04/2026

What does the second half of 2026 hold for equity markets and where are the most compelling opportunities?

Tim Bartlett shares his outlook with InvestmentNews, including his views on market volatility, AI infrastructure, and why he continues to view market weakness as an opportunity for long-term investors.

Read more: https://www.investmentnews.com/equities/second-half-outlook/266750

05/25/2026

Today we honor the brave men and women who made the ultimate sacrifice in service to this country. Their memory and their courage will not be forgotten.

05/19/2026

Deciding when to claim Social Security is one of the most impactful choices in retirement planning, and it is rarely as simple as selecting an age. Health considerations, continued employment, tax implications, and the value of delayed credits all play a role in shaping long‑term outcomes. Claiming without evaluating these variables may meaningfully affect lifetime income.

Social Security decisions also influence other areas of a retirement strategy, including required minimum distributions, portfolio withdrawals, and overall tax exposure. When coordinated thoughtfully within a broader financial plan, the timing of benefits can help support greater efficiency over time.

05/13/2026

As graduation season arrives, it is a common time for families to reflect on and revisit education savings. Recent updates to 529 plans have meaningfully expanded the flexibility families have in how those funds can be used. Rule changes have expanded what these accounts can do, not just for traditional college expenses, but across a much wider range of education and savings goals. For families who have been saving for years, the updated rules may open doors that did not exist when the account was first opened.

If you are unsure how the latest changes apply to your situation, it may be worth a closer look. How you use, transfer, or preserve these funds can have real implications for your overall plan, and those decisions are worth revisiting as your family's needs evolve. Connect with us at UniqueWealth.com to discuss what that might look like for your family.

05/10/2026

Wishing a wonderful Mother's Day to all of the mothers, grandmothers, and mother figures in our Tampa Bay community. Thank you for being someone others lean on, look up to, and learn from.

05/08/2026

Did you know that at Unique Wealth, we love golf? We mean we REALLY love it. That's why we're back with another Unique Wealth Golf Pool for next week's major tournament, the PGA Championship.

What is cool about the PGA Championship is that it reserves 20 spots for club professionals. That means club professionals that do not have their PGA cards can qualify to play.

It is the only major tournament that does this and it offers a life changing opportunity for a club professional. If one wins, they win a lifetime exemption to the tournament, as well as a five year invitation to the three other major tournaments.

Do you know who else could win? You!

Join the Unique Wealth PGA Championship Golf Pool and you could win a prize, if your team places in the top three! Enter here for free: https://bit.ly/4dtv4Ee

Rules and restrictions apply: https://bit.ly/4tZr98d

Participation in this contest, including any referral activity, does not constitute a testimonial or endorsement of Unique Wealth, LLC or its investment advisory services.

Referrals are not solicited for the purpose of obtaining advisory clients, and no participant is required or expected to promote or recommend Unique Wealth, LLC or its services.

Any referral bonus awarded is provided solely in connection with participation in this recreational contest and is not conditioned on the referral of advisory clients or prospective clients.

05/05/2026

Most families generally recognize estate planning as an important part of their financial picture, yet the data suggests far fewer have taken the steps to put one in place. According to the Trust & Will's Estate Planning Report, only 31% of Americans have a will, 11% have a trust, and 55% have no estate plan at all. That gap in planning leaves the majority of families without a documented framework for how their assets, property, and wishes should be handled.

Now is a meaningful time to reflect on where your plan currently stands across some of the areas that matter most: your will and trust documentation, the preparation and financial literacy of your heirs, your tax and asset protection strategies, the clarity of your wishes around healthcare and guardianship, and whether the people closest to you know what your plan entails.

Estate planning is not reserved for a certain level of wealth or a certain stage of life. If it has been a few years since you last reviewed your plan, or you have not yet started one, consider this your reminder to give it the attention it deserves. Connect with us at UniqueWealth.com to discuss what that might look like for you.

Address

311 Park Place Boulevard N. Suite 230
Clearwater, FL
33759

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+18138162030

Website

https://uniquewealth.com/

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