Our team works hard to serve clients throughout Northern, Central and Southern California, Utah and Texas
The Lifestyle Wealth Management Team is your trusted partner in fostering generational connections and navigating the complexities of high-income lifestyles. Specializing in collaboration with professionals from hospitals, medical groups, dental practices, and medical device corporations, we enhance your financial well-being through innovative planning and effective cash flow management by working closely with tax advisors, CPAs, accountants, and attorneys, we address the unique tax challenges faced by high-income individuals
At Unity Wealth Partners, our mission is to foster meaningful connections across generations, helping individuals, families, and institutions grow and share their wealth. We are dedicated to offering personalized and comprehensive wealth management solutions, integrating strategic tax planning, estate planning, cash flow management, and investment management. By collaborating with trusted advisors, CPAs, and legal experts, we empower our clients to achieve their financial goals and create lasting legacies.
Our vision is to become a trusted partner for clients across the United States, both in physical communities and online. We strive to empower our clients to reach not just success, but significance in their lives. By providing innovative tools and practical education, we help them make informed decisions and build a brighter financial future for themselves and future generations. We envision Unity Wealth Partners as a hub for abundant mindsets and transformative wealth management.
Core values
Integrity
We are committed to honesty and transparency, always prioritizing our clients’ best interests and fostering trust in every interaction.
Innovation
We embrace new technologies and investment strategies, such as our Unity Wealth Dynamic Capital Appreciation and Options ETF, to provide cutting-edge solutions that keep our clients ahead of the curve.
Client-First
We focus on understanding the unique goals and needs of each client, offering tailored solutions that resonate with their personal and financial aspirations.
Excellence
We strive for excellence in every aspect of our work, from initial client engagement to ongoing support, ensuring that we deliver the highest quality of advice and execution.
Generational Planning
We emphasize creating and preserving wealth across generations, helping families connect and plan together to ensure a strong financial future for their children and grandchildren.
Empowerment Through Education
We are dedicated to educating our clients, empowering them to understand their financial options and make informed decisions that align with their goals.