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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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Helpful Content

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

 

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement 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.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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.

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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