Rich Boehm, Cfp®

Rich Boehm, Cfp® Email and Phone Number

Caretaker of Wealth | Holistic Wealth Management/Financial Planning | Investments, Risk Management, Tax/Estate Planning @ Unified Wealth Management
westport, connecticut, united states
Rich Boehm, Cfp®'s Location
Westport, Connecticut, United States, United States
Rich Boehm, Cfp®'s Contact Details
About Rich Boehm, Cfp®

Richard Boehm is CEO & Founder of Unified Wealth Management (UWM), a boutique financial planning and wealth management firm, serving clients nationwide from offices in Westport, CT & Scottsdale, AZ. Richard is a practicing CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over 25 years experience in financial planning and wealth management. Unified Wealth Management provides complete and comprehensive financial planning, tax planning strategies, investment, estate planning planning strategies, & risk management services to their clients.Richard believes that sustaining wealth and developing true prosperity requires effort and discipline similar to what is necessary to attain wealth in the first place. Richard analyzes a client’s entire financial situation and serves as a caretaker of clients’ wealth, expending the effort to maintain their finances and allowing them to do the things they want; traveling, retirement, and enjoying the grandchildren.His devotion to his profession was born in experiences that demonstrated the importance of being financially prepared when life intervenes. His parents taught him that financial advising is an enormous responsibility and by putting the interests of clients first was the path to true success.Richard helped create the UWM Prosperity Roadmap, a unique process that provides a thorough and integrated review and analysis of clients’ tax, estate, investment, risk management, and overall financial health; allowing the development of an integrated plan to help them pursue their goals.Fiercely independent and a fiduciary in advisory relationships, focused on what is best for clients, Unified Wealth Management has no obligations to a parent company or shareholders, no product cross-sell quotas, and no home office directives. Everything they do, strategies they suggest, products they recommend is solely to support the pursuit of the client’s plan.Contact Rich for a complimentary plan review: 203-442-6752, 866-837-8299 richard.boehm@unifiedwealth.net www.uwealthmanagement.com

Rich Boehm, Cfp®'s Current Company Details
Unified Wealth Management

Unified Wealth Management

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Caretaker of Wealth | Holistic Wealth Management/Financial Planning | Investments, Risk Management, Tax/Estate Planning
westport, connecticut, united states
Website:
uwealthmanagement.com
Employees:
3
Rich Boehm, Cfp® Work Experience Details
  • Unified Wealth Management
    President And Founder
    Unified Wealth Management Aug 2004 - Present
    180 Post Rd East, Suite 200, Westport, Ct, 06880
    Richard Boehm is the CEO and a founder of Unified Wealth Management (UWM), a boutique financial planning and wealth management firm with offices in Westport, CT and Scottsdale, AZ. Unified Wealth Management is a Registered Investment Advisor, and uses tools, resources, and services provided by LPL Financial, member FINRA/SIPC. Richard holds FINRA Series 7, 24, and 63 licenses through LPL Financial as well as life and health insurance licenses. He has a Bachelor of Science degree in Accounting and Finance from SUNY Oswego and completed his pre-CFP® financial planning course work through the Boston University Center for Professional Education. Richard is a founding member of the Academy of Preferred Financial Advisors. Disclosure: Securities offered through LPL Financial, Member FINRA/SIPC (for hyperlinks to FINRA and SIPC, please refer to contact info section above). Investment advice offered through Winthrop Wealth, a registered investment advisor. Winthrop Wealth and Unified Wealth Management are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit https://unifiedwealth.net
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Rich Boehm, Cfp® Skills

Asset Management Retirement Planning Investments Mutual Funds Investment Management Series 7 Asset Managment Series 63 Investment Advisory Retirement Financial Advisory Estate Planning Fixed Annuities Alternative Investments 401k Wealth Management Securities Financial Services Trading Business Exit Planning Portfolio Management Asset Allocation Budgeting Customer Satisfaction Customer Retention Equities Financial Markets Financial Planning Life Insurance Stock Management Retirement Investment Advisor Registered Investment Advisor Certified Financial Planner Investment Advisory Services Long Term Care Insurance Money Management Ria Stock Market Analysis Stocks Wealth Management Services Wealth Preservation Planning Finra Wealth Accumulation Tax Planning Retirement Investment Strategies Long Term Financial Planning Risk Management Services

Rich Boehm, Cfp® Education Details

Frequently Asked Questions about Rich Boehm, Cfp®

What company does Rich Boehm, Cfp® work for?

Rich Boehm, Cfp® works for Unified Wealth Management

What is Rich Boehm, Cfp®'s role at the current company?

Rich Boehm, Cfp®'s current role is Caretaker of Wealth | Holistic Wealth Management/Financial Planning | Investments, Risk Management, Tax/Estate Planning.

What is Rich Boehm, Cfp®'s email address?

Rich Boehm, Cfp®'s email address is ri****@****lpl.com

What is Rich Boehm, Cfp®'s direct phone number?

Rich Boehm, Cfp®'s direct phone number is +148066*****

What schools did Rich Boehm, Cfp® attend?

Rich Boehm, Cfp® attended State University Of New York College At Oswego.

What skills is Rich Boehm, Cfp® known for?

Rich Boehm, Cfp® has skills like Asset Management, Retirement Planning, Investments, Mutual Funds, Investment Management, Series 7, Asset Managment, Series 63, Investment Advisory, Retirement, Financial Advisory, Estate Planning.

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