United Asset Strategies, Inc. is an independent registered investment advisory firm based in Garden City, New York, founded in 1992 by Michael DeLorenzo and his daughter Lee DeLorenzo. United Asset Strategies is the natural successor of a brokerage approach to serving clients that began in 1972 by Michael DeLorenzo as he began his financial career in the estate planning division of a respected life insurance company, later expanding the practice to include pension and investment planning. In 1979 Lee joined her father in business and their clear visions for absolute independence and quest to provide unbiased advice had the duo breakaway and form their own firm.
Mr. DeLorenzo has since retired, but United continues to serve families, businesses, pensions and foundations around the country, including the Virgin Islands. Although the size of the company has increased substantially and the investment strategies evolved, many fundamental competencies remain the same. Michael DeLorenzo's legacy will be everlasting as it is United's goal to act as financial stewards to our clients.