Broker Check

A Proud UWAG Member Firm

Better Together:The UWAG Story

Culture | Partnership | Community

United Wealth Advisors Group was born from the union of several founding firms, each bringing its own legacy of excellence. Established over a decade ago, UWAG embodies the strength of collaboration and shared vision. Our mission is simple yet profound: united together, we empower exceptional advisors to excel in helping people. By streamlining the business side of financial advising, we allow our advisors to focus on their true passion – serving clients and witnessing their success.

How UWAG Supports Us

Systems & Process Consulting

UWAG's systems and operational process consulting services are designed to optimize the way we operate. By promoting proven methods throughout the network, UWAG helps us serve our clients more effectively and efficiently.

Infrastructure Support & Guidance

In today's fast-paced digital world, staying ahead of technology is crucial. UWAG's size provides our firm with the necessary infrastructure support and guidance. UWAG helps us navigate the ever-changing technology landscape and address the growing cybersecurity concerns that many face daily, allowing us to focus on our most.

Client-Focused Succession Planning

UWAG's client-focused succession planning service assists firms in creating a seamless transition plan that spans generations. Their network enhances the stability and continuity of our firm, solidifying our preparation for the challenges and opportunities of tomorrow. UWAG provides additional security to our clients, knowing the future of the firm will always be guided by client needs first.

UWAG AffiliatesOur Partnered Offices

Wealth Solutions, LLC<br/>

Wealth Solutions, LLC

  • 610 Belle Terre Blvd. LaPlace, LA 70068
  • (985) 652-7702
  • (983) 653-0183
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United Professional Advisors, LLC

United Professional Advisors, LLC

  • 19607 NYS Route 3,19607 NYS Route 3,19607 NYS Route 3, Watertown, NY 13601
  • (315)-576-655
  • 6800 Pittsford Palmyra Rd, Fairport, NY 14450*
  • (315) 576-6553
  • (315) 779-8189


*Insurance only

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Wealth Advisors Group, LLC

Wealth Advisors Group, LLC

  • 1101 Wootton Parkway, Suite 450, Rockville, MD 20852
  • (301) 280-1451
  • (301) 280-1460
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UCL Financial Group, LLC

UCL Financial Group, LLC

  • 1755 North Kirby Parkway, Suite 300, Memphis , TN 38120
  • (901) 758-1500
  • (901) 755-0397
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Tax Favored Benefits

Tax Favored Benefits

  • 4801 West 110th Street, Suite 200, Overland Park, KS 66211
  • (800) 683-3440
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The AFP Group, LLC

The AFP Group, LLC

  • 602 Sawyer Street, Suite 120, Houston , TX 77007
  • (713) 626-9820
  • (713) 561-8159
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Acacia Financial Group

Acacia Financial Group

  • 3500 N Causeway Blvd., Suite 1500, Metairie, LA 70002
  • (504) 831-4494
  • (504) 831-4488
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Kilgore Cihon Advisors Group, LLC

Kilgore Cihon Advisors Group, LLC

  • 1855 South Pearl Street Suite 6, Denver, CO 80210
  • (303) 993-4628
  • (719) 578-0075
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Sage Financial

Sage Financial

  • 19607 NYS Route 3,19607 NYS Route 3,35 Sugar Mill Dr, Okatie, SC 29909
  • (843)-301-0074
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Trosclair Wealth Management

Trosclair Wealth Management

  • 16044 Hwy. 73, Building 101B, Prairieville, LA 70769
  • (225) 323-8397
  • (225) 289-5151
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Learn more about the UWAG Network

If you would like to learn more about how UWAG supports our firm, the services they provide to others, or the history of our network, you can learn more at their website!

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