Network·Family Office

United Wealth Management, LLC

Unclaimed
Family Officetechnologyfinancial services
www.unitedwealthmanagement.com

SEC CRD #801-119185

About

Home | United Wealth Management LLC --> --> --> --> --> --> --> Your Financial Co-Pilot Clarity matters most when the stakes are high. We deliver it when you need it. SCHEDULE A CONSULTATION What We Do We Help You Make the Right Decisions When It Matters Most United pilots face financial choices built on a unique structure. Your benefits package, retirement options, and tax planning all intersect in ways that require expertise and clarity. We simplify these decisions so you can move forward with confidence and focus on what matters to you and your family. LEARN MORE How We Help Built Around The Decisions That Shape Your Future We focus on the moments when clarity matters most. Our planning addresses the interconnected decisions that determine what your retirement actually looks like. EXPLORE THE FRAMEWORK Transition Into Retirement We help you time your retirement, coordinate benefits, elect the right options, and set up income streams that last. Learn More Retirement Income Planning We structure withdrawals across your accounts to create reliable income while managing taxes and making your money last through retirement. Learn More Tax-Efficient Lifetime Planning We minimize what you owe over your lifetime through strategic Roth conversions, withdrawal timing, and coordination with Social Security and benefits. Learn More Healthcare And Medicare Planning In Retirement We guide you through healthcare coverage options, Medicare enrollment timing, and supplemental insurance to p

Key Contact

EM

ELIZABETH MARIE TURNER

CHIEF COMPLIANCE OFFICER

📞 (434) 923-8112

🔒 Sign up for free to view key contact information

Sign up free →

This profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.

AUM

$407M

Is this your firm?

Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.