Financial Advisors
Oldsmar, FL
Unified Wealth Management is a full-service financial advisory firm in Oldsmar with over 40 years of combined financial advising and CPA expertise. They specialize in comprehensive financial planning, retirement planning, investment management, estate planning, tax strategies, and insurance strategies—all designed to help clients maximize wealth through tax-efficient solutions. The firm builds personalized strategies rather than applying one-size-fits-all approaches, focusing on understanding each client's goals and creating a clear roadmap to financial independence.
Ideal for: Pre-retirees and retirees seeking comprehensive wealth management, business owners and high-net-worth individuals needing tax optimization, families planning wealth transfer and estate strategies
Service area: Oldsmar, FL and surrounding Tampa Bay area
CPA & Advisory Expertise Combined: Team combines 40+ years of financial advising with CPA experience to deliver integrated tax planning and wealth strategies.
Personalized Tax-Efficient Planning: Develops custom strategies focused on lowering tax liabilities and making every dollar work harder for clients' specific goals.
Comprehensive Approach: Addresses financial planning, retirement, investments, estate planning, tax strategies, and risk management in one integrated service.
Address: 220 Pine Ave N suite a, Oldsmar, FL 34677
Phone: (727) 216-8051
Website: unifiedwm.com
Looking for more options?
See more Financial Advisors in Clearwater →