Founded in 1986, United Asset Management Inc. is a Registered Investment Advisor (RIA) that provides comprehensive wealth management services. The firm operates on a fiduciary basis, committed to acting in the best interests of its clients, which include individuals, families, and institutions. Its core services revolve around creating personalized financial plans, managing investment portfolios, and providing guidance on retirement planning, estate planning, and other long-term financial goals. The company emphasizes a client-centric approach, building strategies tailored to individual needs and risk tolerance.

Founded in

United States