One login for your global accounts.

Accelerate your path to financial freedom by having your assets work together under one clear, efficient and concise financial plan. Access your dashboard from on the go or from the convenience of your own couch.

Register for our dashboard and see how you can enhance your finances today.

One of our dedicated advisors will be in touch to set-up your account.

Terms & Privacy Policy.
Welcome to TaaS! Please check your email to verify your account.
home
Oops! Something went wrong while submitting the form.

All your assets, working together towards your goals

  • ✓   Assign UK SIPP, QROPS, and US accounts to your specific life goals
  • ✓   Our dedicated advisors will work with you to ensure you're on track to thrive at your life goals

Increased visibility and transparency

  • ✓   Performance and comparison to benchmarks
  • ✓   Asset allocation and diversification
  • ✓   Low-cost ETFs

Get a clear action plan to achieving your life goals

  • ✓   Recommended action plans and effortless implementation
  • ✓   We are here to help you stay accountable and review your financial plan on an ongoing basis
Request A Consultation➝ login➝Dashboard Sign up ➝
Home
About
Services
Insights
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.

ADV & DISCLOSURES➝Careers➝form crs➝
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.