Unified Wealth Management 180 Post Road East, Westport, CT 06880

Unified Wealth Management, located at 180 Post Road East in Westport, Connecticut, is a finance institution that believes in the importance of maximizing and preserving your wealth for future generations. They understand that true value lies in looking at your financial situation as a whole, rather than as individual pieces.

Their services include income planning and strategies to help you achieve the lifestyle you deserve, as well as powerful succession and exit strategies for your successful enterprise. Unified Wealth Management also focuses on aligning your corporate benefits and overall financial plan to maximize your wealth.

With offices in Westport, CT and Scottsdale, AZ, they serve clients nationwide. Securities are offered through LPL Financial, Member FINRA/SIPC, while investment advice is offered through Winthrop Wealth, a registered investment advisor. Please note that Winthrop Wealth and Unified Wealth Management are separate entities from LPL Financial.

The registered representatives associated with Unified Wealth Management can only discuss and transact business with residents of the states in which they are properly registered or licensed. Residents of other states cannot accept any offers from Unified Wealth Management.