Wealth management built for long-term decisions—across families, founders, and organizations.
United Advisors Wealth Management supports clients who want structure, discipline, and clarity. We combine personalized planning with institutional practices, and coordinate with a trusted partner network across tax, benefits, insurance, legal, and custody.
Advice that stays consistent through change
From onboarding to annual reviews—our process emphasizes documentation, transparency, and repeatability.
We’re a long-term advisory team with a multi-company operating model.
Many clients don’t just need an investment portfolio—they need coordination across multiple companies and stakeholders: employers, payroll providers, benefits administrators, tax professionals, attorneys, custodians, lenders, and internal finance teams. We act as the connective layer that keeps decisions aligned and documented.
Clarity first
We simplify complex decisions with documented plans, plain-language communication, and measurable next steps.
Process-driven
Onboarding, policy design, portfolio reviews, and rebalancing follow a repeatable framework with consistent checkpoints.
Coordination across partners
We collaborate with your existing providers—or introduce trusted specialists—so everyone is aligned on outcomes.
Services designed for individuals, families, and organizations.
Whether you’re building wealth, protecting it, or managing financial complexity across multiple entities, our advisory platform is built to support decisions over decades—not quarters.
Comprehensive planning
Cash flow, goals, risk management, retirement, education, estate coordination, and scenario planning—organized into one roadmap.
Investment strategy
Portfolio construction, asset allocation, manager selection, rebalancing, and risk controls aligned to your plan and time horizon.
Workplace & benefits advisory
Guidance for retirement plans, benefits alignment, and participant education—helping organizations support their people.
Business-owner support
Liquidity planning, compensation design, tax-aware coordination, and planning for transitions—structured for founders and executives.
Family governance
Multi-generational planning, meeting cadences, documentation standards, and communication support to sustain alignment.
Coordination & reporting
Consolidated reporting, decision logs, policy documentation, and annual review packages designed to keep teams on track.
Who we typically support
We work with clients who value discipline and transparency—especially when there are multiple moving parts. Common profiles include:
- Families seeking consistent planning and generational coordination
- Founders & executives navigating complexity, compensation, and liquidity events
- Organizations looking to strengthen retirement and benefits strategy
- Professionals who want structured planning with ongoing accountability
Built for continuity
A disciplined process, tailored to your reality.
Our approach is straightforward: understand, document, implement, and review—then repeat with consistency.
Discovery & priorities
We identify goals, constraints, timelines, and decision-makers. You’ll get a clear scope and next steps.
Plan & policy
We build a roadmap and an investment policy that matches risk, liquidity needs, and accountability preferences.
Implementation
We coordinate accounts, allocations, and partner workflows. You’ll know what’s happening and why.
Review & optimization
Regular reviews cover performance, risk, cash flow, and upcoming milestones—so plans stay current.
“The team helped us unify decisions across our CPA, payroll, and benefits providers. Everything finally felt coordinated.”
“Clear, calm guidance. Every review includes a plan, a checklist, and a timeline.”
“Their documentation is excellent. It keeps everyone aligned and reduces the noise.”
Partner network
We collaborate with a curated network of providers across custody, insurance, benefits, tax coordination, and legal support. This makes it easier to operate across multiple companies and stakeholders—without creating fragmentation.
Insights & resources
Practical guidance for long-term planning. These are examples of the kinds of topics we help clients think through.
Guidance, not hype
Featured topics
- Portfolio design: aligning allocation to goals, liquidity needs, and risk tolerance
- Decision frameworks: how to set rules that prevent emotional timing
- Retirement readiness: contribution strategy, tax considerations, and withdrawal sequencing
- Business-owner planning: cash reserves, reinvestment, and scenario modeling
- Family coordination: documentation habits that keep multi-party decisions consistent
Annual review checklist
What to review each year—coverage, cash flow, beneficiaries, documents, allocations, and milestones.
Risk & liquidity map
A clear way to map cash reserves and risk exposure so decisions match real-world needs.
Multi-provider coordination
How to reduce fragmentation when your plan touches multiple companies, accounts, and professionals.
Careers
We operate as a distributed team with a strong documentation culture. If you enjoy structured work, collaboration, and high standards of communication, we’d love to hear from you.
Remote-friendly
We support flexible work arrangements and operate with clear expectations and measurable outcomes.
Clear processes
Strong playbooks for onboarding, client workflows, reviews, and reporting—so work stays consistent.
New York hub
Our NYC location supports in-person collaboration and client meetings when needed.
Open applications
We accept interest from candidates across advisory operations, client service, research, and technology. Send a short introduction and your resume to contact@unitedadvisorswealthmanagement.com.
Contact
Request a consultation, ask a question, or reach out to our team.
Visit us
Our office is located at 40 Wall Street in New York City.
Website: unitedadvisorswealthmanagement.com
What makes your approach different?
We focus on documented plans, repeatable reviews, and coordination across providers. The goal is consistency and clarity over time.
Do you work with organizations and benefit teams?
Yes. We support workplace guidance and retirement/benefits coordination, and we collaborate with administrators and service providers.
Can you work with my existing CPA, attorney, or custodian?
Absolutely. We integrate with your current team and provide structure so everyone stays aligned on objectives and timelines.
How do we start?
Request a consultation. We’ll confirm scope, gather key information, and outline a clear plan of action.