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.

Managed high-net worth client portfolios for several top advisors Responsible for all aspects of daily management and oversight of investment portfolios and optimizationEvaluate and create investment lists on best prospective investments Analyze portfolio performance and also complete account performance and financial planning reviews with clients

• Managed $1Billion in retail private high-net wealth client investments with local portfolio manager• Assisted portfolio manager in managing all projects leading to new asset growth of $130M/yr• Performed financial statement analysis on the companies the portfolio’s invested in• Completed account performance reviews with clients

• Managed four lists of recommended equities for presentation to RJ financial advisors and clients• Maintained and worked on financial models• Performed portfolio reviews utilizing numerous excel reports for high net wealth clients consisting of detailed equity and asset allocation analysis