 Welcome
United Wealth Management is a financial planning and investment management firm located in Charlottesville, VA and Springfield, IL. Our mission is to provide unbiased financial advice and investment management in the context of a life-long financial plan. We are here to listen, understand and provide the necessary guidance in making strategic financial decisions.
As an independent advisory we focus on solutions, not products. We have no loyalty to a particular product or service - only our clients. Our entire focus is on developing and managing a comprehensive financial strategy that meets your unique situation. We do not have a huge marketing budget and rely on referrals from our clients to grow our business - we are directly motivated to please every client we serve.
Your Financial Copilot
In 1927 Charles Lindbergh made an historic 3,600 mile flight from New York to Paris – the first non-stop flight of its kind. Lindbergh, a talented and experienced aviator, had only one shot. With the odds against him and his life at stake, Lindbergh didn’t just take off and fly east; every minute of the flight was planned.
Like planning for an historic flight, financial planning can be a complex and daunting task. Each coming stage of your life IS historic – you’ve never done it before and you have only one shot. Financial advertisements would have you believe you can be Charles Lindbergh, the fact of the matter is you need a trusted copilot. |