Company

Unique Wealth

Financial Services 311 Park Place Blvd N 15 employees

Employees: 15
Contacts: 4
Emails: 4
Phones: 2

www.uniquewealth.com LinkedIn

Unique Wealth Overview

Headquarters: 311 Park Place Blvd N
Website: www.uniquewealth.com
Industry: Financial Services
Employees: 15
Founded: 2018
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

financial planning wealth management investments insurance advisor coordination Wealth Advisors Retirement Business Planning Independent Registered Investment Advisor Risk Management Certified Financial Planners Retirement Income Distrubtion

About Unique Wealth

Unique Wealth, an independent registered investment advisor, works exclusively with successful individuals and business owners who are retired or considering retirement in the near future and yearn for a trusted partner to guide them towards their goals. Based in Tampa, our highly experienced team has earned many relevant industry certifications, but none are as important as the appreciation we earn every day by caring so much for our clients. Understanding their concerns about the future, their retirement years and their legacies, we offer our expertise in providing comprehensive financial planning and organizing their financial affairs. We focus on delivering peace of mind, reassurance and confidence.

Unique Wealth Contact Details

People in AeroLeads: 4
With contact data: 4
Email contacts: 4; 100.0% coverage
Phone contacts: 2; 50.0% coverage

Unique Wealth Org Chart

Sample employees and titles

Name	Title	Location	Contact
Tim Bartlett, Cfp®, Ricp®, Chfc®	Chief Investment Officer & Partner	Greater Tampa Bay Area, United States	Email
John S. Mosher, Cfp®, Cepa®, Chfc®, Clu®, Aep®	Partner and Vice President, Business	Clearwater, Florida, United States	Email Phone
Travis Gingras, Cfp, Mba, Clu, Chfc, Ricp	Private Wealth Planner at Unique Wealth	Tampa, Florida, United States	Email Phone
Curtis Parry Jr., Cfp, Clu, Chfc, Casl, Ricp, Wmcp	Founder & CEO @ Unique Wealth - Wealth	Tampa, Florida, United States	Email