Clarity and exceptional guidance The Team at Unified Wealth took charge of the transaction guiding me through the process. I have very little experience with these types of transactions and their help was especially appreciated. I would like to thank Heather for her help and support, she is so patient and explained things clearly for better understanding.

5 Star Treatment! I have received 5 Star treatment since working with Carter and Cassie, of United Wealth Systems, with setting up both my LLC and help with moving money from a previous self-directed IRA. Even when it wasn’t seamless, Cassie was very patient and helpful while we spent 2 weeks trying to move my money. They were both very knowledgable and experienced with the process and I felt very confident working with both of them! I have begun my future in real estate investing and couldn’t be more happy with the help I received!

Excellent Organization This organization is a pleasure to work with! I value their professionalism, knowledge and help. I genuinely enjoy speaking to and working with this outstanding team of professionals! I'm looking forward to continuing our working relationship as I strive to launch my business.

My husband and I decided to explore… My husband and I decided to explore real estate investing in tax lien and deeds. Unified Wealth efficiently set up our Investment Trust and assisted in setting up my 401k to initiate our journey. They were very responsive to our needs and questions. Very good customer service!

Unified Wealth does it right the first time! Unified Wealth has streamlined the process of setting up multiple types of accounts such as Solo 401K, checking accounts & LLC's. 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, efficient and communicate the progress every step of the way. I have peace of mind knowing things have been set up correctly.