Unified Wealth Management

Happy Labor Day!

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 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!

Happy July 4th from our family to yours!

Last day of kindergarten. Where has the year and time gone???

At Unified, we have a genuine commitment to treating every client like family. And our passion for making people’s lives better guides us.

Financial Advisor in Westport, CT | Unified Wealth Management As Financial Advisors in Westport, CT, and Scottsdale, AZ, we specialize in Wealth Management and Retirement Planning. Give us a call today!

Many see the time leading up to retirement as ominous and overwhelming, and it’s hard not to when the 5 years before and after retirement are considered the “Fragile Decade.” At Unified Wealth Management, we believe it doesn’t have to be this way.

The Importance of Understanding the Fragile Decade - Unified Wealth Management Many see the time leading up to retirement as ominous and overwhelming, and it’s hard not to when the 5 years before and after retirement are considered the ...

Watch this quick video to find out how we’re watching over your finances and some of the proactive steps that were taken so you don't have to alter your lifestyle or the way you save.

Resources from Unified Wealth Management | Financial Advisor As Financial Advisors in Westport, CT, and Scottsdale, AZ, we specialize in Wealth Management and Retirement Planning. Give us a call today!

At Unified, our job is to identify what steps are needed to retire on your terms because you deserve to make decisions based on the future you want.

Will my money last as long as I do? - Unified Wealth Management At Unified, our job is to identify what steps are needed to retire on your terms because you deserve the future you want and when you want it.

We analyze tax returns from a unique planning perspective. With their entire financial picture in mind, we strategize to help our clients keep more of their money and send less to the IRS.

Connect with Unified Wealth Management | Financial Planners As Financial Planners in Westport, CT, and Scottsdale, AZ, we specialize in Wealth Management and Retirement Planning. Give us a call today!

Spring has sprung! Along with your spring cleaning, does your financial plan need attention? We're here to help!

Watch this quick video to learn how we help you make financial decisions that weather the market's ups and downs.

How We Help You- Unified Wealth Management How We Help You Make Financial Decisions That Weather the Ups and Downs in the Market: There’s a lot going on in the markets these days, and the name of the ...

Unified has developed and refined a method that unifies the key elements of your finances: tax planning, retirement & distribution planning, estate planning, risk management, and investment planning. It is called The True Bearing Roadmap.

About | Unified Wealth Management | Financial Planner in CT & AZ We are a boutique financial planning and wealth management firm, serving clients nationwide from offices in Westport, CT and Scottsdale, AZ.

At Unified, we specialize in holistic plans that focus on your big picture. We want the IRS to get what is owed, but not a penny more. If that is okay with you, give us a call to discuss some legal strategies that can financially benefit you and your entire family.

Have you ever made a mistake? I’ll bet your financial advisor has. Has your financial advisor ever looked at your tax return? When tax planning for retirement you really don’t want to make a mistake.

Through a holistic financial planning process, we aim to help our clients preserve their wealth by reducing their tax burden, creating sustainable income throughout retirement, and positioning a distribution strategy to make their money last their lifetime.

Financial Planning for Retirees - Unified Wealth Management Financial Planning for RetireesLIVE A MEANINGFULretirementOur retired clients want to live the life they've always dreamed about. They may want to travel the world, explore their interests and passions, or spend more time with family. Ultimately, we all have the same common goal to feel fulfilled an...

Watch this quick video to find out how we’re watching over your finances and some of the proactive steps we’re taking so you don’t have to alter your lifestyle or the way you save.

How We Help You Make Financial Decisions That Weather the Ups and Downs in the Market Watch this video to find out how we’re watching over your finances and some of the proactive steps we’re taking so you don’t have to alter your lifestyle.

When you trust that you're on the right path, you can focus on what matters, live your values, and have a positive impact on your family, community, and society. Let's connect today!

Financial Advisor in Westport, CT | Unified Wealth Management As Financial Advisors in Westport, CT, and Scottsdale, AZ, we specialize in Wealth Management and Retirement Planning. Give us a call today!

Let’s talk about the importance of understanding the Fragile Decade and how our Unified True Bearing Road Map can make all the difference in your retirement outlook.

The Importance of Understanding the Fragile Decade - Unified Wealth Management Many see the time leading up to retirement as ominous and overwhelming, and it’s hard not to when the 5 years before and after retirement are considered the ...

Before diving into details, we need to get to know each other. Our first meeting together is an opportunity for potential clients to learn more about Unified – who we are, what we do, and how we do it.

Contact us today to schedule your introduction conversation today!

Connect with Unified Wealth Management | Financial Planners As Financial Planners in Westport, CT, and Scottsdale, AZ, we specialize in Wealth Management and Retirement Planning. Give us a call today!

At Unified Wealth Management, our mission is to help people lead rich, meaningful lives, allowing them to retire with dignity and build their own legacy.

About | Unified Wealth Management | Financial Planner in CT & AZ We are a boutique financial planning and wealth management firm, serving clients nationwide from offices in Westport, CT and Scottsdale, AZ.

In our decades of experience as financial planners, we have worked with a number of people that think they have everything covered…but they actually have some significant blind spots. Today, let’s discuss three of those blind spots and how you can plan for them.

3 Common Financial Blind Spots in Retirement Planning Let's discuss three key blind spots we continually see when helping people plan for their retirement—and how you can plan for them.

Guided by our family values, extensive knowledge of tax law, and robust network of integrated planning professionals, our clients know that their legacy is in good hands.

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Watch our newest video to learn more about the most important considerations to keep in mind as you plan for the future.

Are You Thinking About Retirement? (Video) Learn more about the most important considerations to keep in mind as you plan for the future.

Today we honor all persons who served in the office of president of the United States. May we embody the best qualities of their leadership and strive to create a better future for all.

Our team process simplifies the complexities of your finances. It aligns our clients’ wealth with their values and intentions. And when you're confident in your plan, you can pursue what you are most passionate about.

What is an integrated planning team? - Unified Wealth Management At Unified, when it comes to managing wealth, we bring multiple perspectives to the table. With complex planning situations, we believe the best outcomes are generated with a multi-disciplined team that encompasses a variety of specialties and areas of specialization. Our core group of CERTIFIED FIN...

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Resources from Unified Wealth Management | Financial Advisor As Financial Advisors in Westport, CT, and Scottsdale, AZ, we specialize in Wealth Management and Retirement Planning. Give us a call today!

Let’s talk about the importance of understanding the Fragile Decade and how our Unified True Bearing Road Map can make all the difference in your retirement outlook.

The Importance of Understanding the Fragile Decade For Your Retirement Outlook (Video)

At Unified Wealth Management, we're passionate about our total net worth approach that combines comprehensive financial planning and investment management. Watch this video to learn more about our True Bearing Roadmap.

Foundational Financial Plan for Everyone - Unified Wealth Management By Richard Boehm, CFP®  I’m a big believer that when it comes to your money, you need to look at it as a whole, not in pieces. At Unified Wealth Management, we’re passionate about our total net worth approach that combines comprehensive financial planning and investment management. We bring to...