At United Asset, it is our mission to act as financial stewards to our clients.
By embracing a holistic approach to money management,
we are here to help you plan for the possibilities.®

Planning for a Lifetime® Starts Here


At United Asset Strategies, our mission is to be a steward to our clients and to each other, ever mindful of our clients' unique financial goals and risk tolerances. United Asset Strategies believes that the single most important investment principle is diversification. We are committed to providing an execeptional client experience, and delivering prudent, disciplined daily money management.

United Wealth Planning helps clients plan for the possibilities of tomorrow through thoughtful financial and estate planning. We can help you with retirement, college, budgeting, cash flow, financial, and estate planning to help navigate your financial future. We provide family bookkeeping services and next generation education workshops to your family.

United Financial Group offers individual and group insurance solutions to trusts, corporations and their families. We are fiercely independent, always putting our clients first as we thoughtfully design customized product solutions within our clients' budgets. We accept the challenge of staying abreast of the changing health care regulations and excel in our quest for unique products in this narrowing field of offerings. offers a digital investment option without losing the human touch. Our low cost automated advisor platform will give individual investors, with a minimum investment of $5,000, access to the active investment strategy of a proven investment manager.







© 2021 United Asset Strategies, Inc  377 Oak Street, Suite 403  Garden City, NY 11530 | P. 516-222-0021 | F. 516-222-0163 || Privacy Policy | ADV