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  • United Advisors is an advisor and wealth management support platform focused on helping our affiliates and partners progress toward their personal and professional goals. Centralizing many of the back and middle office functions, we help streamline the needs of growing advisory firms, allowing advisors to focus on business development, succession planning and acquisitions. UA provides different affiliation models allowing flexibility as to how advisors run their businesses at specific transition points in their business life cycle.

    Why United Advisors

    United Advisors Wealth Management is focused on helping our clients progress toward their individual financial goals. A team of professionals oversees the client’s plan, strategy and portfolio and maintains regular client contact. Progress is our gauge: while no plan guarantees success, benchmarking the client’s destination, rather than the investment fads and products of the moment, should increase the likelihood of goal attainment.

    Asset Management

    The investments we select for your portfolio are designed to meet the risk and reward parameters appropriate for each client. The critical evaluation process we follow, coupled with a broad selection from which to choose, allows us and our advisors to select appropriate investments for our clients. Our analytical process identifies managers whose investment results have demonstrated an ability to deliver better relative performance in each category, for an appropriate level of risk, after expenses. We evaluate expenses in view of the overall value provided to our clients.

    We track how the portfolio is meeting your needs and fulfilling plan objectives. Adjustments are made if an investment manager evaluation changes, as price appreciation necessitates rebalancing or as changes to your plan are made.

    Clients & Our Mission

    United Advisors Wealth Management firm is driven to help improve the financial position of each of our clients. The mix of skills and talents of our people is vital to serving client needs. We are dedicated to our clients and the communities in which we operate. United Advisors creates long-term relationships by knowing our clients’ needs and addressing them with a team of skilled and disciplined professionals.

    Our clients are generally long-term investors and tend to be either busy professionals or retirees. While working, they are entrepreneurs, corporate executives and other professionals with active lives and families. They generally have assets between $500,000 and $5 million and often complex financial situations. Many do not have sufficient time, interest or inclination to tend to their financial goals and recognize they need professional guidance to address issues ranging from retirement and estate planning to tax and investment strategy.

    We are located on the 17th Floor of 40 Wall Street in the Financial District of New York City.

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