During my career I have watched the financial services industry evolve, moving from information held in the hands of a few, with minimal options, to an almost unlimited choice of services and providers. There is an app or site for anything these days.
Most of us deal with a confusing mess of multiple companies and services, never quite knowing if you've chosen your best options.
it's information overload from an industry designed to confuse you.
We work with a select group of clients, successful professionals, executives, business owners and retirees. Enabling them to make the decisions necessary for their vision of a successful retirement lifestyle and leaving the legacy they desire.
Lifestyle and Legacy are two sides of the same coin and too often one of these is left unplanned.
We analyze what you have now, and identify the opportunities and obstacles in front of you. Using our unique Unifi Wealth Planning Process that help reduce their taxes, address today's needs and
create your vision for tomorrow.
You can be confident with the peace of mind that comes from the knowledge that you are getting exactly what is necessary for you and your families financial future.
Look for my new book "Retire Like a Shark"
co-authored with the original Shark from TV's Shark Tank, Kevin Harrington. Available on Amazon.
The path to success is to take massive determined action
Determining your goals is hard to do. You can't read the label if you inside the bottle. Your vision is different, it's the result of your story.
2000 Linglestown Rd, Suite 305 Harrisburg, PA 17110
Monday - Friday: 9am - 5pm
Advisory services provided by NewEdge Advisors, LLC doing business as Unifi Advisors LLC, as a registered investment adviser. Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities, Inc. are wholly owned subsidiaries of NewEdge Capital Group, LLC.
NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.
Financial Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.