OUR APPROACH
All advisors and support staff at Universal Connection Inc. are committed to establishing trust, respect, and a lasting partnership with you. Our client service directors are highly qualified and strive to deliver the finest personalized wealth services available.
Comprehensive Wealth Advisory Services
We offer advice and strategies across the broad spectrum of financial services to help high-net-worth individuals gain control of their financial lives. These services include helping you develop strategies to achieve your goals, as well as providing administrative and reporting services to reduce the time you spend on basic financial management.
World-Class Financial Advisors
Unlike many other advisory firms, we offer expertise in all key areas of wealth services :Financial Planning, Income Tax Planning & Compliance, Investment Advisory, Estate& Trust, Risk Management& Insurance, Philanthropy, and Expense Management & Financial Management. Having this team of experts enables us to deliver superior advice and better solutions to meet your needs.
Unbiased Advice
Universal Connection Inc. unique position as a wealth services firm allows our directors to deliver the best advice without conflicts of interest arising from financial product sales or money management. In addition, we do not ask you to give up existing advisory relationships. Instead, we will work with your existing advisors to recommend strategies that address your needs.
Business Philosophy
Universal Connection Inc. is dedicated to helping individuals realize their financial goals and attain financial security by providing objective, professional financial advisory and investment management services. To this end, we base our services on these fundamental principles:
Personalized Service. We create customized solutions based upon each client's individual goals, objectives, and circumstances. Our financial plans, financial advice, and investment portfolios are never pre-packaged 'cookie-cutter' responses.
Fair Dealing. We charge for our services on a Fee-Only basis thereby retaining independence of judgment and eliminating potential conflicts of interest. In addition, we acknowledge a fiduciary responsibility to you, the client, and as such, we pledge to place your needs first in all that we do.
