Founded by industry professionals and owned and run by advisors, Uniting Wealth Partners is seeking to redefine the RIA model.

We provide advisors with comprehensive support and resources to facilitate their growth. Empowering them with ownership and control, we strive to help them maximize their firm’s value and provide a succession plan on their terms.

Uniting Wealth Partners, LLC ("Uniting Wealth Partners") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission. Uniting Wealth Partners provides investment advisory and related services for clients nationally. Uniting Wealth Partners will maintain all applicable registration and licenses as required by the various states in which Uniting Wealth Partners conducts business, as applicable. For additional information, please visit the important disclosures on our website https://unitingwealthpartners.com/.

Uniting Wealth Partners

John Phoenix

This department oversees the relationships with partners and manages collaboration strategies to achieve mutual goals.

Partnership Management

This department provides expert financial guidance and investment strategies to clients for managing and growing their wealth.

Wealth Advisory

This department oversees compliance initiatives and integrates technology solutions to enhance operational efficiency.

Compliance and Technology

This department oversees marketing strategies and operational processes to enhance organizational effectiveness.

Uniting Wealth Partners

Org chart

Teams

Partnership Management

Wealth Advisory

Compliance and Technology

Marketing and Operations

Offices

Uniting Wealth Partners

Org chart

Teams

Partnership Management

Wealth Advisory

Compliance and Technology

Marketing and Operations

Offices

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