Our Firm

United Wealth Management Group is a team of experienced and credentialed financial professionals working together to help individual clients define wealth accumulation goals, retirement spending targets, risk mitigation strategies and ultimately, wealth transfer strategies. We also help businesses with cash management, executive retention planning, qualified retirement plans and other business services.

To accomplish these goals,  we offer insurance products as independent producers, not tied to any one company. We offer securities through an independent broker/dealer, NFP Securities, Inc. which does not manufacture product, underwrite securities or place any product sales quotas on its registered representatives. We are free to seek out the best in class products for our clients without the constraints or conflicts of interest that might otherwise exist.
 
Our philosophy as objective financial professionals is to always work in the client's best interests. Our team approach assures our clients of the quality service and attention to detail they deserve. Our practice is built on developing and maintaining long-term relationships.
 
Call or email us today to set up an appointment.