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Services Offered

United Asset Strategies offers a broad range of money management and planning services including those listed below:

  • Active Money Management
  • Disciplined buy/sell strategies
  • Portfolio Stress Testing
  • Tax Efficient Transition Management
  • Tax Harvesting
  • Proprietary Legacy Holding Tracking Process
  • Concentrated Position Strategies
  • Through our sister companies:
    • United Wealth Planning:  Wealth, estate, and financial planning; budgeting; asset protection
    • United Financial Group:  Individual, business, group and voluntary insurance; design; quotes; underwriting; life, disability, and long-term care
    • United Retirement Consultants:  Comprehensive pension plan administration, actuarial services and customized employee and employer benefit solutions
    • 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.

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