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About Us

About Us

Universal Capital wealth management offers financial planning and portfolio management services with a full range of financial products and services for over twenty years.  We help our clients work towards achieving specific financial goals that will also provide for future generations.

Wealth management is extremely valuable not only for the ultra-wealthy, but also for investors of more modest means who have meaningful long-term wealth aspirations.  We provide guidance across a wide spectrum of investments including cash, fixed-income, equities, and alternative investments. We create a portfolio of assets that meets the investor's risk tolerance while also offering the opportunity for growth.

We are completely independent, abide by a fiduciary standard, and disclose any conflicts of interest with our clients. We may charge a fee or offer products based on commission. All are fully disclosed to our clients.

Financial Planning Team

Financial Planning Team

Planning can be easier with teamwork.  Our team has many years of experience in financial planning, utilizing tools, processes and strategies to help you make clear plans and decisions for a secure financial future.

Setting out to create a plan that will take you into the future can be a daunting task – but it doesn’t have to be. Using sophisticated planning software, our planning team can guide you step-by-step as you:

  • Get your finances organized
  • Identify and prioritize all of your financial goals
  • Estimate your total money needed for retirement
  • Track your current progress toward your goals
  • Choose how much to save and where to put it
  • Identify potential tax-savings strategies
  • Optimize your Social Security and pension benefits
  • Create a withdrawal strategy to make your money last longer
  • Make sure those who depend on you still have income after you’re gone
  • Help you leave a legacy and pass on what you’ve built

After your financial plan has been created, we will be available to meet with you periodically to review it and to help you make any needed adjustments to stay on track.

Investment Advisory Team

Our team has access to various tools that can help build an appropriate investment portfolio, which may include stocks, bonds, mutual funds, exchange-traded funds and other investment vehicles. 

Advisor-Directed Program

Our Advisor-Directed Program puts your financial advisor at the helm of your portfolio. Your advisor will use select industry resources to develop personalized asset allocation models, conduct investment research and provide investment recommendations. Ongoing monitoring can help your portfolio remain aligned with your specific strategy in response to market conditions. An advisor-directed program gives you access to an array of investment options, including mutual funds, stocks, bonds, exchange-traded funds and more.