Broker Check

About UHY Wealth Management


UHY Wealth Management is an independent organization. As such we employ Sage Point Financial as our broker dealer and Pershing as our clearing house. Through this relationship we are able to provide a universal mix of investment vehicles with no proprietary pressure.

This relationship allows us to remain client centric by focusing on the entire relationship and managing the client's own goals. This is accomplished by utilizing a variety of efficient resources and appropriate investments.

As a full service firm we are capable of providing a long term commitment with the highest quality of service to our clients. With UHY Wealth Management you get an organization dedicated to doing what is best for you by making sure you are treated with the utmost importance.

Because we wouldn’t define your financial future any other way.