The Unifi Wealth Planning Process

We look at client’s Unified financial condition, not just their insurance and investments like most financial service providers. We use all of the tools, tactics and strategies available to preserve, protect and pass on what you've taken a lifetime to build.

Our unique 4 phase process will enable you to clarify your vision for your future Lifestyle and Legacy. We'll show you the obstacles that may stand in your way and even identify ones that you don't even know you have.

Disclosures

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.

The Unifi Wealth Planning Process