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The UWAG Advantage

United Wealth Advisors Group, LLC is a firm comprised of wealth management member affiliates and advisors. We harness the division of experience amongst our partners, managers, advisors and support teams in order to help provide the most suitable advice and services to our clients and customers. We strive to have a common culture, values, systems, processes and vocabulary to achieve our vision- Better Together.

Through our partner affiliates, our advisors provide comprehensive wealth management services that help bring clarity, stability and direction to the lives of their clients. By focusing on the client's goals and needs, our advisors are able to present customized and actionable wealth management plans. Our Group’s promise is to help clients maximize wealth so that they may help fulfill their dreams, honor their commitments, and ensure their legacy.

We strive to secure the well-being of our clients through the application of appropriate and proven risk management techniques. Because insurance provides certainty in uncertain times, an objective third-party evaluation of risk-based needs is integral for every successful individual or business concern. Experience, knowledge, independence, and a broad base of advisors enable UWAG to offer customized options that employ a variety of products, concepts, and carriers.

At our core, we believe we need to know our clients intimately. We desire to know what makes them happy, what motivates them, and what may potentially hold them back from achieving financial independence. We also remain aware of the changes in our clients’ lives to ensure that we adjust our recommendations accordingly. Our goal is to become our clients’ most trusted advisor—ready and able to meet whatever challenges arise.

When you choose to work with one of our affiliates, not only do you get the experience of our local team, but you also are partnering with a nationwide team of qualified advisors within multiple disciplines. This means that we can offer you the benefits of a national wealth management firm along with the value, commitment and passion of a local business in your community.