Self-Directed Retirement & Alternative Investments
Your Financial Future Starts Today
Unlock the power of self-directed retirement accounts and alternative investments. Take control of your wealth with comprehensive solutions built around your goals.
Rated 5 stars by our clients on TrustpilotProjected balance
$1.24M
Premium Services
Comprehensive Wealth Solutions
Expert guidance and innovative strategies to help you build, protect, and grow your wealth.
About Us
Invest in what you know and believe in
At Unified Wealth, we believe everyone should have the opportunity to control their retirement savings. That’s why we offer self-directed retirement accounts that let clients invest in a wide range of alternative assets — including real estate, cryptocurrency, private equity, and precious metals.
Whether you’re diversifying your retirement savings or investing in assets you’re passionate about, our team is here to help you build a portfolio that aligns with your goals and values.
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You stay in control
Direct your own retirement dollars into the assets you understand and believe in.
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Alternative investments
Go beyond stocks and bonds — real estate, private equity, precious metals, and more.
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Everything in one place
Accounts, entities, tax, and estate planning handled by one coordinated team.
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Done right the first time
We handle the paperwork and compliance so your setup is accurate and on time.
Retirement Calculator
See how your money can grow
Adjust your deposit, contributions, rate, and timeline to visualize your retirement growth over the years.
Customer Reviews
What Our Clients Say
Real experiences from clients who trust us with their financial future.
Great experience
The Unified Wealth team were so helpful transferring all my accounts over to my new trust. There were several complications with the old companies that they managed seamlessly. They were great at follow-up, and someone is always ready to answer every question I have.
A professional, patient team
I would like to commend my account specialist at Unified Wealth. They were extremely patient with me during the onboarding process across several of my accounts, and always handled what I thought was monumental in a professional manner. It was always a pleasure to work with them.
Unified Wealth does it right the first time!
Unified Wealth has streamlined the process of setting up multiple types of accounts, such as a Solo 401(k), checking accounts, and LLCs. I give them basic information and they handle the rest, saving me countless hours of research and fumbling through the paperwork on my own. They are professional and efficient.
Ready to take control of your retirement?
Schedule a free consultation and see how a self-directed strategy can work for you.