Individuals & Families

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:

Wealth Management

Combining our expertise on investing, planning, and relationships to other providers, UAS’s Wealth Management service helps you achieve your goals.

Investment Advisory

Meshing our investment philosophy with your particular needs, the Investment Advisory service helps you manage your money wisely.

Family Office

Our Family Office service aims to integrate the many complex services to meet the multiform needs of affluent families.

*A “high-net-worth individual” is an individual with at least $1,000,000 managed by the reporting investment adviser, or whose net worth the investment adviser reasonably believes exceeds $2,000,000 (or who is a “qualified purchaser” as defined in section 2(a)(51)(A) of the Investment Company Act of 1940). The net worth of an individual for SEC purposes may include assets held jointly with his or her spouse and would include the value of a person’s verifiable non-financial assets, such as a primary residence or art collection.