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 UsHelpful Content
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
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.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Rightsizing for Retirement
What does your home really cost?
Saving for College 101
Here’s a crash course on saving for college.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?