Services Offered

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

Tax Harvesting

Proprietary Legacy Holding Tracking Process

Concentrated Position Strategies

Additional Services:

  • 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.
  • 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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