When you choose Trosclair Wealth Management, LLC, a United Wealth Advisors Group, LLC affiliate you are partnering with highly qualified financial advisors within disciplines who have over 100 years of experience helping clients like you achieve goals in challenging conditions. We offer our clients the benefit of:

A Consultative Discovery Process

We employ a thorough one-on-one consultation process that allows us to delve deeply into your unique needs, goals, dreams, and concerns. Our experience has taught us that seeking a deeper understanding allows us to serve our clients better and offer more proactive strategies. By listening carefully to your family and business success stories, we learn about the purpose of your wealth, your goals in life, and your hopes for the future.

Strategies, Not Sales

After developing a detailed understanding of your plans, we then provide educated advice and creative strategies to help propel you toward your goals. Rather than sell you on a single idea, we present you with a variety of possible options and explain the thoughts and rigorous research that went into each strategy we recommend. We believe that our educational approach enables you to make choices about your financial future.

Powerful Connections

We have a nationwide presence and work with a network of outside professionals that allows our clients with complex situations to have immediate access to the professionals they need. By collaborating with independent professionals, such as accountants and attorneys, we help ensure that the advice you receive is integrated with your overall financial plan.

Strength in Depth

When you become a client, you do not get just one advisor. Instead, you have access to the full breadth of our team’s skill and experiences. The unexpected can happen, and many wealth managers do not have a robust succession plan in place, leaving their clients at risk. The scalability of our business model helps assure that our clients have the immediate support of experienced advisors whenever they need it.

Your financial and lifestyle goals are top priority. Our collaborative process is designed to help you identify, prioritize and implement strategies to help you build and manage your wealth. Our clients enjoy a trusting and comfortable relationship where they can take part in planning for their future.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, contact us regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.