At United Asset, it is our mission to act as financial stewards to our clients.
By embracing a holistic approach to money management,
we are here to help you plan for the possibilities.®

Planning for a Lifetime® Starts Here



At United Asset Strategies, our mission is to be a steward to our clients and to each other, ever mindful of our clients' unique financial goals and risk tolerances. United Asset Strategies believes that the single most important investment principle is diversification. We are committed to providing an execeptional client experience, and delivering prudent, disciplined daily money management. offers a digital investment option without losing the human touch. Our low cost automated advisor platform will give individual investors, with a minimum investment of $5,000, access to the active investment strategy of a proven investment manager.







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