Universal Advisory Services manages investments, provides advanced planning, and protects the privacy of our clients, who range from individuals and families to institutions and foundations.


The vision of Universal Advisory Services is to provide simple, elegant solutions to life’s financial challenges so that our clients can enjoy increased peace of mind.

We do this by serving, in effect, as our client's personal Chief Financial Officer, blending the discipline of corporate and personal financial planning with the comprehensive knowledge of their objectives.

We deliver comprehensive wealth management solutions through a consultative process that incorporates a team of highly specialized experts. We coordinate and manage the entire process to ensure our clients make smart decisions about money, enhance wealth through tax strategies, protect wealth through risk management strategies, preserve wealth through legacy planning, and find meaning to wealth through gifting and other strategies.

We invite you to learn more about our philosophy and our services to discover if they meet your needs.

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UAS Office

We live and work in the heart of the Great Southwest, in sunny and picturesque Albuquerque, New Mexico. Stop by anytime (but October is the best, full of hot air balloons and green chile).

4906 Alameda Blvd. NE
Albuquerque, NM 87113
505.856.7000 (FAX)

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