Advice
University Wealth Advisors LLC (UWA) provides wealth management and financial planning services for individuals and families in our specific niche. UWA is a boutique registered investment advisory firm (RIA) registered in the states of Ohio & Michigan.
Wealth Management
University Wealth Advisors LLC has custodial relationships with university vendors as well as brokerage custodians. This allows our firm to manage client employer plans, recommend portfolios in line with client suitability, and rebalance the portfolio as needed.
*Example client only. Fund performance is not guaranteed and is subject to change. Our firm is not affiliated with any retirement vendor or custodian.