Unified Wealth Management LLC is a highly reputable financial advisory firm that offers personalized financial planning and investment management services. Their team of experienced and knowledgeable advisors is dedicated to helping clients achieve their financial goals through sound financial advice and disciplined investment strategies. With a commitment to integrity and client satisfaction, Unified Wealth Management LLC has built a strong reputation in the industry over its 15 years in business.
Their services cater to a diverse range of clients, including individuals, families, and small business owners. By understanding the unique needs and goals of each client, the firm is able to develop tailored solutions that meet their specific financial needs. Unified Wealth Management LLC follows a fee-only approach, ensuring that their clients' best interests always come first. And as a registered investment advisor, the firm is required to disclose any potential conflicts of interest to their clients. Clients can access this information on the firm's Form ADV, providing full transparency and accountability. Overall, Unified Wealth Management LLC is an exceptional choice for individuals and families seeking professional and dedicated financial advice to secure their financial future.
CORTEZ WEALTH ADVISORS LLC, founded in 2008, is a well-established financial planning and advising firm with over 12 years of experience in the field. With a team of highly qualified advisors, the firm offers a range of financial services to help clients achieve their financial goals. Focusing on developing strong relationships with their clients, CORTEZ WEALTH ADVISORS LLC provides personalized and comprehensive financial strategies tailored to meet each individual's specific needs and goals.
The firm's mission is to provide transparent and fiduciary services to clients, always putting their best interests first. As a Registered Investment Advisor (RIA), CORTEZ WEALTH ADVISORS LLC adheres to a strict standard of ethical and legal obligations, providing objective and unbiased advice. The firm's fees are based on a percentage of assets under management, aligning their interests with their clients' interests. With a diverse client base, the firm caters to the needs of individuals, families, and small businesses, as well as high-net-worth individuals and institutional clients. With a focus on building strong and lasting relationships, CORTEZ WEALTH ADVISORS LLC is dedicated to helping clients achieve financial success.