An easy to understand snapshot of your finances

Say goodbye to 60-page financial planning documents.

Change your financial future with a clear, concise, and actionable financial plan

Be prepared for whatever life throws your way

Clearly illustrate multiple scenarios, stress tests, and more. Such as "how would a recession impact my retirement readiness?" or "how would higher than normal inflation impact my finances?". Our plans are quantifiable and actionable to help you achieve your goals.

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Visualize your financial life

Visually explore all household assets and liabilities, insurance policies, and trust-owned assets. Each item is color-coded by type and organized by owners for an easy review. This helps you see your bigger financial picture in a concise manner.

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Plan for what matters to you

Whether you're saving for a rainy day, planning a much needed vacation, buying your dream home, planning for retirement, or anything in between, no goal is too big or too small. We'll guide you on options designed to increase your likelihood of success. Technology such as auto-deposit can help you effortlessly implement a clear, easy to track action plan.

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Social Security optimization

Deciding when to start social security can be a confusing and duanting decision. Our technology can help you navigate this process and shows you how to potentially maximize your benefits.

Tax-efficient strategies

Taxes will be your biggest expense throughout your lifetime. Planning tax-efficient drawdowns can have a significant impact on whether or not you are able achieve the lifestyle you want in retirement. We will explain withdrawal schedules and potentially Roth conversions in a way that will be actionable and easy to undrstand.

All your accounts in one place

Bring together your bank accounts, credit cards, and externally-held investment accounts all in one place. It’s finally easy to see the full financial picture whether your on your mobile device with the app or on your computer.

Financial advice should be personal

We believe in dedicated fiduciary advisors that are empowered by technology who will always act in your best interest. At WealthUnite, we take pride in being fiduciaries, because it means that we are always putting your interests ahead of our own. Unlike many financial advisors, we are not tied to or compensated by any one financial institution. We are a fully independent firm of licensed fiduciaries.

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Contact +1-516-805-2024
Info@WealthUnite.com
222 Broadway
19th Floor
New York, NY 10028

WealthUnite Advisors LLC is a Registered Investment Advisory (RIA) firm with the US Securities and Exchange Commission under the following licenses: CRD#: 285807 | SEC# 801-114437. Formerly Highclere Capital, LLC.

Check the background of this firm on FINRA's BrokerCheck and SEC Investment Adviser Public Disclosure. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC or States.

Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by WealthUnite), will be profitable or equal to any historical performance level. All investment strategies have the potential for profit or loss.

Some features described on this site may only be available through US based accounts. Contact us for more information.

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401(k) Rollover Disclosure: A client or prospective client leaving an employer typically has four options regarding an existing retirement plan (and may engage in a combination of these options): (i) leave the money in the former employer’s plan, if permitted, (ii) roll over the assets to the new employer’s plan, if one is available and rollovers are permitted, (iii) rollover to an Individual Retirement Account (“IRA”), or (iv) cash out the account value (which could, depending upon the client’s age, result in adverse tax consequences). If WealthUnite recommends that a client rollover their retirement plan assets into an account to be managed by WealthUnite, WealthUnite acknowledges that it is a “fiduciary” under ERISA. This recommendation creates a conflict of interest if WealthUnite will earn a new (or increase its current) advisory fee as a result of the rollover. No client is under any obligation to roll over retirement plan assets to an account managed by WealthUnite.

UK Pension Rollover Disclosure: A client or prospective client with legacy pensions in the UK typically has five options regarding an existing retirement plan (and may engage in a combination of these options): (i) leave the money in the current plan, if permitted, (ii) rollover the assets to the new employer’s plan, if one is available and rollovers are permitted, (iii) roll over to a self-invested personal pension (SIPP), or (iv) rollover the assets to a qualifying recognised overseas pension scheme (QROPS) (which could trigger a 25% tax on your transfer if you do live in the country where the QROPS is based), or (v) cash out the account value (which could, depending upon the client’s age, result in adverse tax consequences). If WealthUnite recommends that a client rollover their retirement plan assets into an account to be managed by WealthUnite, WealthUnite acknowledges that it is a “fiduciary” under ERISA. This recommendation creates a conflict of interest if WealthUnite will earn a new (or increase its current) advisory fee as a result of the rollover. No client is under any obligation to roll over retirement plan assets to an account managed by WealthUnite.