United Asset Strategies offers a broad range of money management and planning services

Investment Management

Investment Management

United Asset Strategies is dedicated to consistently advocating for our clients' best interests and financial well-being through prudent and sound investment strategies customized to achieve desired investment and financial goals. At United, our Portfolio Managers can create customized portfolios to meet specific investment objectives, such as the promotion of charitable goals, socially conscious investing or mitigating tax burdens. We want to work with you to solve any financial challenges you may face and we look forward to helping you achieve your financial goals.

Services:

  • Active Money Management
  • Disciplined Buy/Sell Strategies
  • Portfolio Stress Testing
  • Tax Efficient Transition Management
  • Tax Harvesting
  • Proprietary Legacy Holding Tracking Process
  • Concentrated Position Strategies

Learn More

Wealth Management

Wealth Management

We help clients plan for the possibilities of tomorrow through thoughtful financial and estate planning. We can help you with retirement, college, budgeting, cash flow, financial, and estate planning to help navigate your financial future.

Services:

  • Wealth, estate, and financial planning
  • College planning
  • Budgeting
  • Asset protection
  • Social Security Analysis & Planning
     

Pension Consulting

Pension Consulting

With United’s pension services, our team provides creative pension and 401(k) plan designs, vital back-office support to alleviate human resource administrative demands, and superior services for participants. With over 75 years of combined industry experience, we have expertise in all qualified and non-qualified plans.

Services:

Fiduciary Services

Prepare Service Provider Analysis including detailed comparison of recordkeeping, trust company, third party administration and investment advisor price and services with competitive alternatives.

Design Services

  • Consult with leadership to determine goals and budget
  • Request multiple quotes from a variety of plan administrators
  • Analyze, organize, and compare alternatives
  • Present superior options to client

Installation Services

  • Liaison with owner, human resources, and plan administration to determine best
  • construct for plan document and supporting processes
  • Train staff of their responsibilities to ensure smooth day to day processing and limit
  • employer liability

Ongoing support

  • Available for year-end consultation regarding tax deductible contribution options
  • Available to facilitate timely work products from recordkeepers, third party administration, payroll firms, and accounting professionals

 

Insurance

Insurance

United offers individual and group insurance solutions to trusts, corporations and their families. We are fiercely independent, always putting our clients first as we thoughtfully design customized product solutions within our clients' budgets. We accept the challenge of staying abreast of the changing health care regulations and excel in our quest for unique products in this narrowing field of offerings.

Services:

Individual Insurance

  • Life Insurance
  • Long Term Disability Insurance
  • Long Term Care Insurance
  • Medicare Part D Plans
  • Medicare Advantage Plans
  • Medicare Supplement/Medigap Plans
  • Medical Insurance Plans
  • Dental Insurance Plans
  • Vision Insurance Plans

Group Insurance

  • Medical Insurance Plans
  • Dental Insurance Plans
  • Vision Insurance Plans
  • Group Long Term Disability Insurance
  • Group Short Term Disability Insurance
  • Group Life Insurance
  • Voluntary Benefits
  • Group Accident & Sickness Plans
  • Group Critical Illness Plans

Business, and voluntary insurance

Design

Quotes

Underwriting

Life, disability, and long-term care