Unified Wealth Management

Unified Wealth Management Unified Wealth Management is a boutique financial planning and wealth management firm Securities offered through LPL Financial. Member FINRA/SIPC.

www.finra.org www.sipc.org. Investment advice through Unified Wealth Management, a registered investment advisor and separate entity from LPL Financial. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other st

ate. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial for accuracy or completeness.

It's been quite the week celebrating Olive's 8th birthday. Grateful for everyone's enthusiasm, kindness, generosity, and...
09/24/2025

It's been quite the week celebrating Olive's 8th birthday. Grateful for everyone's enthusiasm, kindness, generosity, and love for our little one. Olive continues to grow into a phenomenal young person. Sarah and I could not be prouder!

As part of our Total Net Worth approach, we are excited to share a new video featuring our latest Market Commentary and ...
05/09/2025

As part of our Total Net Worth approach, we are excited to share a new video featuring our latest Market Commentary and Client Question of the month, along with insights from our esteemed Strategic Partners at Winthrop Wealth.

This resource is designed to keep you informed about the current economic and market landscape as well as provide valuable perspectives. Join us in exploring these critical insights to enhance your financial strategies.

Email from Unified Wealth Management Click This Box to Read the Full Commentary from our Strategic Partners at Winthrop Wealth Click This Box to Read the Client Question from our Strategic Partners at

In the world of investing, short-term market fluctuations are a given, but our philosophy remains steadfast: keep a long...
04/07/2025

In the world of investing, short-term market fluctuations are a given, but our philosophy remains steadfast: keep a long-term perspective while being disciplined and diversified.

Read the full commentary from our strategic partners at Winthrop Wealth here: https://winthropwealth.com/commentary/market-declines-are-common/

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.   The economic forecasts…

https://conta.cc/3Eubmt2Discover essential bond characteristics to boost your investment strategy!
02/07/2025

https://conta.cc/3Eubmt2

Discover essential bond characteristics to boost your investment strategy!

Email from Unified Wealth Management Unified Special Report Read the Full Commentary Richard Boehm, CFP® Chief Executive Officer & Founder Rich is a practicing CERTIFIED FINANCIAL PLANNER™ (CFP®) prof

Happy Labor Day!
09/02/2024

Happy Labor Day!

Excited for the new school year, first day of second grade!
08/27/2024

Excited for the new school year, first day of second grade!

We had quite the treat in the office today. Rick the Accountant is also Rick the Baker. Phenomenal homemade cinnamon rol...
03/09/2024

We had quite the treat in the office today. Rick the Accountant is also Rick the Baker. Phenomenal homemade cinnamon rolls and they were still warm when he brought them in! Much appreciated. Happy Friday!

Starting the 1st grade. Excited for the new school year!
08/29/2023

Starting the 1st grade. Excited for the new school year!

08/05/2023

Entrepreneur in training!

Happy July 4th from our family to yours!
07/04/2023

Happy July 4th from our family to yours!

Address

Westport, CT

Opening Hours

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

Website

Alerts

Be the first to know and let us send you an email when Unified Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Unified Wealth Management:

Shortcuts

Share

Category