Build Lasting Wealth Through Trusted Advice
At Unity Wealth Group, our mission is to empower clients with clear, personalized financial strategies that prioritize protection and confidence. We are committed to guiding individuals, families, and business owners toward long-term financial well-being through integrity and expert planning.
Guiding Your Path to Financial Confidence
Explore how we measure success through client growth, protection plans, and long-term wealth strategies.
450
Clients Served
We have helped hundreds of individuals and families build secure financial futures through personalized planning.
50
Insurance Policies
Our tailored insurance solutions provide peace of mind to our diverse client base across all stages of life.
85
Team Growth
We foster professional growth with a strong mentorship program, expanding our network of skilled agents.
Guiding Your Financial Future with Confidence
Meet the dedicated experts driving our commitment to your financial success.
Evelyn Carter
Senior Wealth Advisor
Bringing extensive experience in wealth planning to help clients achieve stability.
Marcus Nguyen
Insurance Solutions Specialist
Recognized for innovative strategies in customized insurance planning.
Sophia Martinez
Retirement and Investment Consultant
Focused on tailored retirement plans and dynamic investment guidance.
Empowering Your Financial Future Together
Discover rewarding financial services careers with mentorship and growth at Unity Wealth Group.
Financial Advisor
Explore key career paths designed for growth and professional development in finance.
New York, NY
Full-Time
Insurance Specialist
Lead client insurance planning, delivering tailored protection strategies with expertise.
New York, NY
Full-Time
Retirement Planning Consultant
Guide clients through retirement strategies, ensuring clarity and confidence for their future.
New York, NY
Part-Time
Guided by Clarity, Secured by Integrity
Discover our core credentials, safety protocols, and accolades that guarantee your financial confidence.
Certified Financial Planning Experts
Our planners hold industry-leading certifications ensuring expert guidance tailored to your goals.
Comprehensive Insurance Accreditation
Endorsed for rigorous standards in client protection, reflecting our commitment to your security.
Recognized Retirement Strategy Excellence
Awarded for innovative retirement solutions that empower long-term financial independence.
Empower Your Financial Future with Confidence
Discover how our tailored wealth planning, insurance solutions, and investment guidance deliver clarity and lasting security.
Comprehensive Wealth Planning
Craft personalized strategies that align with your goals, ensuring financial clarity and long-term growth for you and your family.
Protective Insurance Solutions
Safeguard your assets and loved ones with insurance options designed to provide peace of mind and financial resilience.
Guided Retirement Preparation
Plan for a secure and comfortable retirement through expert advice and tailored savings strategies that adapt to your changing needs.