Services Offered

Personalized Financial Planning

Tailored strategies for investments, retirement, and wealth management based on your unique goals.

Investment Advisory Services

Expert guidance on portfolio management and investment decisions to maximize growth and minimize risk.

Retirement Planning

Comprehensive plans to help you save and invest for a secure and comfortable retirement.

Goal-Setting and Review Sessions

Regular meetings to track progress, adjust strategies, and ensure you stay aligned with your financial targets.

Financial Consultation

One-on-one advice on financial decisions, from budgeting to major life events, with a relational approach.

Reviews

4.2(5 reviews)

Rating Distribution

5

4

0

3

0

2

0

1

Rating Distribution

5

4

0

3

0

2

0

1

M

Miriam Bunton

via Google

about 1 year ago

Trustworthy and knowledgeable advisors!!!

C

Cameron Earhart

via Google

over 1 year ago

Curtis, John and the team and Unique Wealth are incredible. They are relational, not transactional. They truly care and it is exemplified by their customer service and intentionality in every conversation. Couldn't recommend Unique highly enough!

M

Megan Ring

via Google

about 2 years ago

Mike Talbot is my financial advisor and has been pivotal in helping my financial growth and decision making. I always run my decisions by him and set regular reviews so that I stay on track and keep hitting my goals!

G

Gun Trader Den

via Google

about 2 years ago

Nothing but fantastic experiences here despite most of the industry acting like its the wild west

C

Christine Robson

via Google

over 2 years ago

"please hold while I try to connect you". Then to VM. Every. Single. Time. I would never have this company as my financial advisor, someone you can never reach.

UW

Unique Wealth

Name: Unique Wealth
Address: 4830 West Kennedy Boulevard, Tampa, FL, 33609, US
Telephone: (813) 816-2030
Price range: $$$
Rating: 4.2

Relational Financial Planning for Your Unique Life Goals

4.2(5 reviews)

$$$

Business

financial-advising

business-consultants

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About Unique Wealth

Unique Wealth is a trusted financial advisory firm in Tampa, FL, dedicated to providing personalized, relational financial planning services. We focus on building long-term relationships with our clients, offering expert guidance on investment strategies, retirement planning, and goal-setting to help you achieve financial growth and security. Our team of knowledgeable advisors prioritizes intentionality and exceptional customer service to ensure you stay on track with your financial objectives.