Team

Build Financial Confidence with Trusted Experts

Unity Wealth Group is committed to clarity and protection, helping clients achieve long-term financial confidence through personalized wealth planning and dedicated support.

Guiding Your Financial Future with Confidence

Meet the dedicated professionals who empower your financial success at Unity Wealth Group.

Sarah Mitchell

Senior Wealth Planner

Bringing extensive expertise to craft personalized wealth strategies that ensure long-term security.

David Chen

Insurance Solutions Advisor

Renowned for innovative insurance planning and tailored protection solutions.

Emily Rodriguez

Retirement Planning Specialist

Focused on creating clear, actionable retirement plans that inspire confidence and peace of mind.

Marcus Lee

Investment Guidance Consultant

Expert in strategic investment approaches and fostering long-term financial growth.

Guiding Your Financial Journey with Expertise

Discover rewarding career paths at Unity Wealth Group, where mentorship and growth are our priorities.

Financial Planning Advisor

Explore the exciting career opportunities that empower your professional growth.

New York, NY

Full-Time

Insurance Solutions Specialist

Lead client insurance planning, delivering tailored protection strategies and expert advice.

New York, NY

Full-Time

Retirement Planning Consultant

Advise clients on retirement strategies, fostering long-term financial confidence.

New York, NY

Full-Time