The UWAG Advantage
We created United Wealth Advisors Group, LLC (UWAG) so our clients could benefit from the talent, ideas, and practices of every member of our seven offices throughout the country. While we are not the largest wealth planning firm with hundreds of advisors, we do have depth and scale. We aligned with a group of local affiliates who are concerned about their clients, community, and industry.
United Wealth Advisors Group, LLC, and its partner affiliates, provides comprehensive wealth management services that help bring clarity, structure, and stability to life. Working in direct partnerships with our affiliates, UWAG focuses on understanding clients' needs and offering actionable advice tailored to their individual circumstances. Our group's promise is to help clients maximize wealth so that they may fulfill their dreams, honor their commitments, and ensure their legacy. Our goal is to become our clients' most trusted advisor--ready and able to meet whatever challenges arise.
As an affiliated United Wealth Advisors Group office, we strive to secure the well-being of our clients through the application of appropriate and proven risk management techniques. Because insurance provides certainty in uncertain times, an objective third-party evaluation of risk-based needs is integral for every successful individual or business concern. Experience, knowledge, independence, and a broad base of advisors enable UWAG to offer customized options that employ a variety of products, concepts, and carriers.
At our core, we believe we need to know our clients intimately. We desire to know what makes them happy, what motivates them, and what may potentially hold them back from achieving financial independence. We also remain aware of the changes in our clients' lives to ensure that we adjust our recommendations accordingly.
When you choose the Stan Steele Agency, not only do you get the expertise of our local team, but you also are partnering with a national team of highly qualified advisors within multiple disciplines. This means that we can offer you all the benefits of a national wealth management firm along with the value, commitment, and passion of a local business in your community.
You are more than a number to us--We exist to serve you!
Learn more at https://www.uwagllc.com
Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Stan Steele Agency, Inc are not affiliated.