ABOUT US
It is not what we do that is unique, but how we do it.
Founded in 2018, Unique Wealth Appreciation is a fiduciary fee-only financial planning firm. Our sizable team provides a depth of experience and understanding in all aspects of financial planning not found in other hourly-only firms. Our financial advisors are fiduciaries, and we never receive commissions for recommendations we make. We always put your best interests first.
UWA Wealth is unique even among fee-only planners because we are planning-centric (we primarily offer advice through the lens of your whole financial picture), we advise on but don’t manage assets, and we charge only for our time.
Logically, people join the Unique Wealth Appreciation for three main reasons: financial growth with clear goals, trust in technology and transparency, and user-friendly engagement backed by interactive tools and visible results.
Financial Growth & Clear Goals
Most investors seek consistent wealth appreciation, financial security, and the ability to achieve life goals—like retirement, education, or emergency planning. An algorithm promising disciplined returns, risk-managed strategies, and goal-based investing appeals to people who want their money to work smartly and reliably for them.
Why do people hire us?
Validation
We offer clients an independent validation of their financial decisions.
“Am I on the right track?”
Ideation
We offer clients new ideas and strategies they may not have thought of on their own.
“Are there things I should be doing differently?”
Trusted Thought Partner
We are a trusted resource for you.
“Who will be my thought partner in the future when my situation or external circumstances change?”
Family Resource
We are a resource to your spouse and children.
“Who can help prepare my children to manage their finances well?”