We provide comprehensive financial services to individual investors and corporations. Access to all of the various investment and financial planning strategies are important to our clients. Quality advice and teamwork between UHY LLP, a licensed CPA firm, and Financial Advisors provides our clients with the information to select the appropriate solutions to their complex tax, investment, and estate planning needs.
UHY Wealth Advisors offers full-service asset management by independent professional money management firms. The combination of premiere investment managers and best-in-class technology provides our clients with access to more than 70 money managers that manage over $5 billion in client assets on one single platform.
Retirement Plans are one of the most important components of your company's benefit package. We provide a wide range of Retirement Plan programs to Corporations, Hospitals and Universities, and Non-Profit organizations that are custom designed. Our independent experts will analyze your needs and recommend solutions to meet your organizations unique requirements.
UHY Advisors has brought together the Financial Services Professional to provide the next level of service to clients. The deeper level of understanding of your financial goals and objectives that is achieved by our team working together to provide you with the solutions to the challenges you face in today's ever changing economy.
Wealth Advisory Services
- Wealth Management
- Estate planning
- Gifting program strategies
- Analysis of tax vehicles to transfer ownership
- Compensation and retirement planning
- Development of buy/sell, cross-purchase, redemption agreements
- Identification of family/business goals and planning
- Ownership transition plans (a.k.a. succession planning)