Universal Wealth Management was founded in January 2007. Karen Emma, President, has chosen to form an independent business, which provides financial services, investment management and insurance services. Separately, Karen Emma is a registered representative with Royal Alliance Associates, Inc., a leading independent, full service broker-dealer and member of FINRA and SIPC.
Our primary goal at Universal Wealth Management is to offer you, our clients, sound financial and investment advice without the corporate pressure to sell one or more proprietary products. This will allow us to work more closely in our client and advisor relationship to best help accomplish your long-term financial goals. The best way for us to accomplish this is by affiliating with a quality firm whose mission is to service and support independent advisors like myself in order to help us formulate the best overall investment platform to support our clients’ needs.
At Universal Wealth Management, we will continue to offer an extensive range of investment products and services as well as life, disability, health, Medicare, and long-term care insurance. As always, the basis of our investment and insurance recommendations will be grounded in your financial goals. Our mission is to be able to expand our planning capabilities and enhance the quality of our clients’ service experience overall.
Mission Statement
Our mission at Universal Wealth Management is to help you and your family gain the financial freedom you deserve to achieve your goals through the many major life transitions.
Broker Dealer Disclosure: Securities, Insurance, and Investment advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC and a registered investment advisor. Additional insurance services offered through Universal Wealth Management, LLC. which is not affiliated with Royal Alliance Associates, Inc.
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Company Details
- Employees
- 5
- Founded
- -
- Address
- 945 Reservoir Avenue, Cranston,rhode Island 02910,united States
- Phone
- +1 401 331 7600
- in****@****lwm.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- universalwm.com
- Keywords
- Social Security and Medicare, Investment Planning, Retirement Planning, Business Planning, Insurance Planning, Tax Planning, Estate/Generational Planning, Educational Planning, Personal Finance.
- HQ
- Cranston, Rhode Island
- Competitors
- Spinnaker Asset Management, Universal Healthcare Training Institute - UHTI, Riverside County Regional Medical Center Foundation, Greenwich Bay Wealth, Hall Capital Management Company, Inc., Frazier Investment Management, Universal Healthcare of Minnesota, Universal Healthcare Corporation, Balanced Wealth Management, Axis Wealth Partners, LLC.
Universal Healthcare / Wealth Management, Llc Questions
Universal Healthcare / Wealth Management, Llc's helpline number is +1 401 331 7600
Universal Healthcare / Wealth Management, Llc's website is universalwm.com
Universal Healthcare / Wealth Management, Llc's LinkedIn profile is https://www.linkedin.com/company/universal-wealth-management-llc
Universal Healthcare / Wealth Management, Llc has
5 employees.
View email and phone details for 5
employees at Universal Healthcare / Wealth Management, Llc.
Universal Healthcare / Wealth Management, Llc's industry is
Financial Services
Universal Healthcare / Wealth Management, Llc's top competitors are
Spinnaker Asset Management,
Universal Healthcare Training Institute - Uhti,
Riverside County Regional Medical Center Foundation,
Greenwich Bay Wealth,
Hall Capital Management Company, Inc.,
Frazier Investment Management,
Universal Healthcare Of Minnesota,
Universal Healthcare Corporation,
Balanced Wealth Management,
Axis Wealth Partners, Llc.
Universal Healthcare / Wealth Management, Llc's support email address is info@universalwm.com
Universal Healthcare / Wealth Management, Llc's categories are Financial Services
Universal Healthcare / Wealth Management, Llc's founding year is 2007
