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.Contact Us
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
A four-step framework for building a personal legacy.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Learn about the rise of Impact Investing and how it may benefit you.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your capital gains tax.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are three things to consider before dipping into retirement savings to pay for college.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Here is a quick history of the Federal Reserve and an overview of what it does.
Agent Jane Bond is on the case, cracking the code on bonds.
With alternative investments, it’s critical to sort through the complexity.
The decision whether to buy or rent a home may have long-term implications.