The majority of our clientele are high-net-worth* individuals or families, and we have served them well ever since Universal Advisory Services was founded in 1985. To do so, we offer three main service types, about which you can learn more below:
Combining our expertise on investing, planning, and relationships to other providers, UAS’s Wealth Management service helps you achieve your goals.
Meshing our investment philosophy with your particular needs, the Investment Advisory service helps you manage your money wisely.
Our Family Office service aims to integrate the many complex services to meet the multiform needs of affluent families.