Welcome
 

UniWealth Advisors Inc

Our philosophy is to protect your wealth while growing it safely.

UniWealth provides advice designed to meet our clients investment returns and income goals, by the proper allocation and protection of assets and the use of suitable strategies to minimize tax consequences.With our multi disciplinary approach, UniWealth provides services above and beyond those expected from a traditional financial professional. UniWealth works in conjunction with members of the legal, accounting and financial services to fulfill our clients demands for comprehensive wealth management. UniWealth Advisors Inc. manages investment portfolios using proven strategies which allow our clients peace of mind.

Our services:

  • Managed Investment Portfolios
  • Asset Allocation
  • Estate Planning and Insurance
  • Financial Management
  • Retirement Planning
  • Real Estate & Mortgage Analysis
  • Business Continuation Planning
  • Business Benefit Planning

Contact us for a comprehensive review of your current financial plan.

9245 SouthWest 157 Street
Suite 203
Palmetto Bay, FL  33157
Phone: (305)969-2622
Fax: (305)969-1099
E-mail: sfanfani@uniwealth.com

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Uniwealth Management Corp.
sfanfani@uniwealth.com jtetzeli@uniwealth.com
Securities offered through Portfolio Resources Group, Inc. Member NASD, SIPC, MSRB, SIFMA