Universal Wealth is lead by Andre L. Pennington, an Inc. 5000 CEO and Forbes Finance Council member, and one of the nation's foremost leading Firms in financial planning, estate planning, asset protection, and tax strategies for high-net-worth clients. Universal Wealth is at the forefront of integrating financial planning, asset protection, estate planning, and tax strategies into a unified discipline.

Universal Wealth's innovative approach includes utilizing irrevocable trust to help clients eliminate capital gains tax on the sale of appreciated real estate and businesses. This enables clients to eliminate capital gains tax, preserving their wealth and allowing for strategic reinvestment. Additionally, Universal Wealth specializes in business tax strategies that leverage taxable income into exemptions and usable money for business growth, ensuring clients maximize their financial potential and operational expansion.

Andre's thought leadership and pioneering strategies have earned the him features in prestigious publications such as Forbes, Fortune, The Wall Street Journal, The New York Times, USA Today, and Super Lawyers Magazine.

Accounting

Consulting

Finance

Investment Management

Personal Finance

Universal Wealth

Universal Wealth's headquarters in Buckeye, United States

Vivian Villalobos

Kathleen SayVon

Allen Cooper

Yosan Mebrahtom

This department provides comprehensive financial guidance and support to clients, facilitating their financial planning and investment needs.

Financial Services

This department specializes in providing life insurance solutions and brokerage services to clients.

Insurance Services

This department oversees high-level strategic direction and decision-making for the organization.

Executive Leadership

This department manages and supports the functions of independent and associate agents within the organization.

Agency Operations

This department manages budgeting, financial planning, and oversight of financial operations.

Finance Department

This department provides expert consulting and support services to enhance client operations and drive business success.

Universal Wealth

Org chart

Teams

Financial Services

Insurance Services

Executive Leadership

Agency Operations

Finance Department

Professional Services

Offices

Universal Wealth

Org chart

Teams

Financial Services

Insurance Services

Executive Leadership

Agency Operations

Finance Department

Professional Services

Offices

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