UL Wealth Investment Advisors

UL Wealth Investment Advisors At UL Wealth, we appreciate the opportunity to impact your life, serving as grateful stewards of your wealth and well-being.

We are a fee-only financial advisory firm that always maintains our clients’ best interest. Investment advisory services are offered through UL Wealth, LLC, an investment advisor registered with the state of Georgia. Any recommendations or endorsements made by current clients or others are strictly their opinion. No party has been compensated to provide any recommendations of the advisor’s service

s. This information should not be construed by any client or prospective client as the rendering of personalized investment advice. For more information, please visit UL Wealth.com for our full disclosures.

The financial risks to consider when evaluating self insurance?
09/09/2026

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Facing divorce? Don't overlook changes to your insurance coverage.
09/08/2026

Facing divorce? Don't overlook changes to your insurance coverage.

In the face of divorce, making changes to insurance coverage may be overlooked.

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
09/07/2026

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
09/06/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Can group and private disability policies work together?
09/05/2026

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

For a small business, the loss of a key person could cause financial hardship.
09/04/2026

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

There are ways to protect your business in the event of your death or the death of a partner.
09/03/2026

There are ways to protect your business in the event of your death or the death of a partner.

It may help your business be better prepared in the event of the death of a principal or key employee.

Learn the language of life insurance.
09/02/2026

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

A disability could keep you from work and increase costs. How can you protect yourself?
09/01/2026

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Address

3316 North Oak Street Extension
Valdosta, GA
31605

Opening Hours

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

Telephone

+12292621990

Website

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