United Asset Strategies offers a broad range of money management and planning services including:
Active Money Management
Disciplined Buy/Sell Strategies
Portfolio Stress Testing
Tax Efficient Transition Management
Proprietary Legacy Holding Tracking Process
Concentrated Position Strategies
Wealth, estate, and financial planning; budgeting; asset protection
Individual, business, group and voluntary insurance; design; quotes; underwriting; life, disability, and long-term care
Creative pension and 401(k) plan designs, vital back office support to alleviate human resource administrative demands, and superior services for participants.
Unitedrobo.com: Institutional Robo Advisor platform offers a low cost digital investment option without losing the human touch
If you have any questions or would like to learn more, please feel free to contact our office or submit the form found under Contact Us.