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Unique Wealth We’re an independent registered wealth manager. We provide peace of mind through comprehensive financial planning.

Approaching 65 brings many questions about what Medicare could mean for your retirement plan. Beyond enrolling, it is im...
10/15/2026

Approaching 65 brings many questions about what Medicare could mean for your retirement plan. Beyond enrolling, it is important to understand how Medicare may interact with your broader financial picture and what may warrant a closer look over time.

A few dates to mark on your calendar:

- Initial Enrollment: 3 months before and after your 65th birthday
- Annual Enrollment: October 15 through December 7
- General Enrollment: January 1 through March 31, for those who missed their initial window

Medicare plays an important role in retirement planning, but the considerations extend beyond selecting coverage. Looking at healthcare in the context of your income, taxes, and overall retirement expenses can help inform a more comprehensive financial strategy.

Discuss with our team at UniqueWealth.com.

Coming into a financial windfall, whether from an inheritance, a business sale, or another unexpected source, can elicit...
10/09/2026

Coming into a financial windfall, whether from an inheritance, a business sale, or another unexpected source, can elicit a mix of emotions. The decisions made in the days and weeks after receiving it often matter more than people expect.

Before making any major moves, it can help to pause and think through a few key areas. Where the funds are held while you plan, what tax exposure may come with the source of the windfall, and how the money could be used across debt, savings, and long term goals are all worth thinking through together rather than in isolation.

A windfall is not something to navigate alone, and there is no need to figure it all out at once. Connect with our team at UniqueWealth.com to help you make sense of the decisions ahead.

Retirement planning has traditionally focused on getting to retirement. Increasingly, the more important question is wha...
10/01/2026

Retirement planning has traditionally focused on getting to retirement. Increasingly, the more important question is what happens once you are there, particularly as life expectancy continues to rise, healthcare and long term care costs climb, and inflation continues to erode purchasing power over a retirement that can easily stretch 30 years or more.

A plan that works well in the early years does not always hold up decades later. The order in which funds are withdrawn, how healthcare and long term care costs are anticipated, and how income sources like Social Security and pensions are coordinated can all affect how well a plan holds up over time.

None of these considerations exist in isolation, and revisiting them periodically is part of what keeps a retirement plan resilient as circumstances change. What is your retirement plan built to withstand? Schedule time with our team at UniqueWealth.com to discuss.

Building wealth takes a lifetime of discipline and hard work. Passing it on successfully takes preparation, communicatio...
09/18/2026

Building wealth takes a lifetime of discipline and hard work. Passing it on successfully takes preparation, communication, and a next generation that feels ready to receive it.

Still, many families find that their heirs are not as informed or prepared as they could be, and that meaningful guidance often goes unspoken. Preparing the next generation is not a single conversation but an ongoing one, built around your values, your intentions, and the responsibilities that come with what you have created. This is where the right guidance can make a difference. From facilitating family conversations to educating heirs and coordinating the wealth transfer itself, our team can help the people you care about feel confident and prepared.

What would it mean to have peace of mind knowing your family is fully prepared for the wealth you plan to pass on? Start a conversation: UniqueWealth.com.

To everyone celebrating Rosh Hashanah, we wish you a sweet and meaningful start to the new year, filled with health, hap...
09/11/2026

To everyone celebrating Rosh Hashanah, we wish you a sweet and meaningful start to the new year, filled with health, happiness, and time with loved ones.

Twenty-five years have passed since September 11, 2001, and the impact of that day is still felt by so many. Today, we t...
09/11/2026

Twenty-five years have passed since September 11, 2001, and the impact of that day is still felt by so many. Today, we take this opportunity to stand as one nation under God to honor the courage, unity, and resilience that carried this country forward in the years since.

Labor Day brings an important reminder to pause and recognize the work that goes into building something meaningful, whe...
09/07/2026

Labor Day brings an important reminder to pause and recognize the work that goes into building something meaningful, whether that is a career, a business, or a life for your family.

We hope you all get to spend the day recharging and enjoying time with the people who matter most!

Seeing our clients out in the world living their best lives is easily our favorite part of this job, and this one hits c...
08/31/2026

Seeing our clients out in the world living their best lives is easily our favorite part of this job, and this one hits close to home.

This is Curtis' dad, who is also a client, admiring Mount Rushmore on a recent trip with Curtis' mom, fully embracing the "go-go" phase of retirement, and it is a joy to watch.

The best part? They are traveling with total peace of mind. Their Unique Wealth financial plan has been rigorously tested through Monte Carlo simulations, giving them the comfort to spend on bucket-list adventures without second-guessing their long-term security.

Years ago, Curtis' mom nailed the true meaning of financial freedom: having plenty to live on, and much to live for.

Here is to checking off the list.

For many executives, founders, and long-time employees, a large share of net worth can end up tied to a single company's...
08/26/2026

For many executives, founders, and long-time employees, a large share of net worth can end up tied to a single company's stock, whether through options, RSUs, or years of accumulated shares. That kind of concentration carries risks that often go unnoticed until markets shift, since your financial future becomes closely tied to the performance of one company, one industry, and often one leadership team.

A few ways to begin thinking about diversifying a concentrated position:

- Set a target allocation for the position and rebalance when it grows beyond that threshold
- Use a structured selling plan to reduce exposure gradually over time rather than all at once
- Explore tax-efficient tools like exchange funds or charitable trusts for highly appreciated stock
- Diversify the proceeds across asset classes, sectors, and geographies rather than concentrating risk elsewhere

Diversifying does not mean losing confidence in the company you have built wealth around. It is about reducing how dependent your overall financial picture is on a single outcome.

If a significant portion of your net worth is tied to one company, it may be worth a closer look at how that fits into your broader financial plan. Connect with us at UniqueWealth.com.

Financial literacy is still not something most schools teach in real depth, which means the conversations happening at h...
08/18/2026

Financial literacy is still not something most schools teach in real depth, which means the conversations happening at home tend to carry the most weight.

Kids tend to absorb financial habits gradually, through repeated conversations rather than a single lesson, and they also learn from what they observe. The way you talk about saving, spending, and financial decisions in front of your kids can have a lasting impact into adulthood.

Areas worth covering with your kids:

- Investing and Retirement
- Credit and Debt
- Budgeting and Cash Flow
- Saving and Protection

As your family's plan evolves, from setting up custodial accounts to thinking through education savings and eventual wealth transfer, our team is here to help guide those decisions. Reach out to us at UniqueWealth.com.

Address

311 Park Place Boulevard N. Suite 230
Clearwater, FL
33759

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18138162030

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