Unity Wealth Strategies

Overview

Unity Wealth Strategies is an independent registered investment adviser owned by an individual and focused on serving individuals and families. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees. Unity reports that it incorporates ESG considerations into its investment process. Unity is not positioned as a capital allocator or pension consultant; instead it acts as a traditional advisory practice and lists an industry affiliation as an investment adviser. The firm notes it is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices