Universal Wealth is lead by Andre L. Pennington, an Inc. 5000 CEO and Forbes Finance Council member, and one of the nation's foremost leading Firms in financial planning, estate planning, asset protection, and tax strategies for high-net-worth clients. Universal Wealth is at the forefront of integrating financial planning, asset protection, estate planning, and tax strategies into a unified discipline.
Universal Wealth's innovative approach includes utilizing irrevocable trust to help clients eliminate capital gains tax on the sale of appreciated real estate and businesses. This enables clients to eliminate capital gains tax, preserving their wealth and allowing for strategic reinvestment. Additionally, Universal Wealth specializes in business tax strategies that leverage taxable income into exemptions and usable money for business growth, ensuring clients maximize their financial potential and operational expansion.
Andre's thought leadership and pioneering strategies have earned the him features in prestigious publications such as Forbes, Fortune, The Wall Street Journal, The New York Times, USA Today, and Super Lawyers Magazine.
Company Details
- Employees
- 130
- Address
- 4252 N Verrado Way,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.universalwealth.com
- Keywords
- Financial Services, Wealth Planning, Financial Planning, Fixed Indexed Annuities, Indexed Universal Life, Whole Life, MYGA's, Retirement Planning, Estate Planning, Asset Protection, Tax Strategies, Tax Services.
- HQ
- Buckeye, Arizona
Universal Wealth Questions
Universal Wealth's website is https://www.universalwealth.com
Universal Wealth's LinkedIn profile is https://www.linkedin.com/company/universal-wealth
Universal Wealth has
130 employees.
View email and phone details for 130
employees at Universal Wealth.
Universal Wealth's industry is
Financial Services
Universal Wealth's top competitors are
Integrity,
Esource Ai University,
Pennington Law - Estate Planning & Probate,
Universal Wealth Group,
Upgraded Points,
Vantage Financial Alliance,
Pinnacle Elite,
Shield Financial,
Wealthwave,
Nuvance Health.
Universal Wealth's categories are Financial Services
