Who We Are
We serve as a “personal CFO” for a select group of clients for whom we can make a large impact.
How We Work
Our time-tested consultative process begins with learning about all that is important to you.
What We Do
We deliver peace of mind by executing holistic wealth management, investment consulting, and providing unbiased advice on employer-sponsored retirement plans.
Uniting and Advancing Your Financial World
Since 1985, UAS Wealth Advisors has helped affluent investors build true confidence in their financial future. As a premier, fee-only wealth management firm, we empower successful individuals and families to make smart decisions about their money and take charge of their financial lives.
For over 30 years, our advisors have united their individual expertise to form a truly dynamic collective. Through our team-based approach to wealth management, we craft comprehensive strategies that secure all areas of your financial situation. Serving as you and your family’s Chief Financial Officer, we work diligently to help you avoid investment mistakes and guide you towards your goals. As your strategic partner, we remain dedicated to simplifying the complexities of the financial world so you can focus on the things that matter most.
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Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Understanding the SECURE Act
Explaining the SECURE Act and how the changes affect your retirement strategy.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.