Unique Wealth

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Unique Wealth — overview

About

Established in 2021, Unique Wealth is a US-based wealth manager and registered investment advisor based in Tampa, Florida. It provides investment advisory services to its clients on a discretionary basis. Its services include portfolio management, financial planning, retirement planning, business planning, risk management, and wealth management. The wealth manager advises individuals and high-net-worth individuals, small businesses, retirement plans, and non-profit organizations.

Unique Wealth - known decision makers (10)

Position	Location	Asset Class
Chief Investment Officer \| Partner	Tampa, US	GEN
Consultant	Tampa, US	RE
Founder and Chief Executive Officer	Tampa, US	GEN
Partner & Private Wealth Advisor	Tampa, US	GEN
Partner, Vice President, & Business and Estate Strategies	Tampa, US	GEN

Showing 5 of 10 known decision makers Unique Wealth

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