Unique Wealth

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

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.

As back-to-school season arrives, financial literacy is top of mind for many families, and Trump Accounts are opening up...
08/13/2026

As back-to-school season arrives, financial literacy is top of mind for many families, and Trump Accounts are opening up a new conversation worth having.

Many families assume these accounts are only for newborns, but it is an important distinction to make that every American child under 18 is eligible, not just those born between 2025 and 2028. Children born during that window receive a one-time $1,000 federal contribution, while all other eligible children can still open and contribute to an account today.

Contributions are not limited to parents either. Family members and employers can contribute as well, and foundations and philanthropic organizations have stepped in with significant support, including Brad Gerstner, who helped champion the original idea, and Michael and Susan Dell, who followed with a $6.25 billion commitment for eligible American children.

See how Trump Accounts can align with your family's goals. Get connected with our team at UniqueWealth.com.

Exiting a business is one of the most significant financial events an owner will experience, yet most approach it withou...
08/06/2026

Exiting a business is one of the most significant financial events an owner will experience, yet most approach it without a formal plan in place. According to the Exit Planning Institute, roughly 80% of the average business owner's net worth is concentrated in the business itself, and 78% of owners still lack a formal transition team to help guide that process.

A few things worth prioritizing as you think about your own exit:

- Get a professional valuation. An internal estimate rarely reflects what the market will actually pay, and a valuation gives you a clear starting point to work from.

- Understand the tax implications early. Whether a sale is structured as an asset sale or a stock sale can meaningfully change what you walk away with at closing, and that structure is far easier to plan around before a deal is already in motion.

- Coordinate your exit with your broader financial plan. A business exit affects more than the business itself. It has implications for your investment strategy, estate plan, and retirement goals, all of which are worth reviewing together.

See how we approach exit planning and coordinate across your entire advisor team: uniquewealth.com/your-business/.

As we enter into the second half of 2026, we would like to reflect on the market dynamics in the first half of the year,...
07/27/2026

As we enter into the second half of 2026, we would like to reflect on the market dynamics in the first half of the year, as well as our view going into the third quarter. Our market outlook for Q3 is themed, "Attached At The Chip."

It reflects where returns actually came from in the first half of 2026. AI was not just a market story, it was an economy story, and it remains the dominant force heading into the back half even as leadership broadens underneath it.

Key Themes We Explore in Our Market Outlook:

- AI Drove Both the Market and the Economy
- The Spend Is Real, and So Is the Revenue
- Leadership Broadened, but AI Still Carries the Index
- Semis and Memory Went Parabolic
- Small Caps Had Their Best First Half in 25 Years
- The IPO Market Reopened in Force
- Two Warning Signs Under the Surface
- Real Rates Are a Headwind, but Conditions Remain Loose

Read the full outlook: https://files.constantcontact.com/d0468d75801/601f6021-756c-4326-a10b-b8bc25f55c2e.pdf?rdr=true



Content in this post is for informational purposes only and is not an offer, solicitation, or recommendation for any security, product, or service. It is not intended as investment advice and should not be relied upon for investment decisions. Third‑party information is believed to be reliable but is not guaranteed.

07/22/2026

As the second half of the year gets underway, now is a valuable time to pause and take stock of where your financial plan stands. There is still enough time left in 2026 to make meaningful adjustments before year end, but that window closes faster than most people expect. Here are six areas worth revisiting now:

- Tax Withholding: If your income has changed this year, your withholding may no longer reflect what you actually owe. Getting ahead of this now helps avoid an unwelcome surprise in April.

- Portfolio Allocation and Rebalancing: Market movement in the first half of the year can shift your target weights in ways that may not be immediately obvious. A mid-year review is a good time to make sure your portfolio still reflects your intended strategy.

- Retirement Contributions: December 31 comes quickly. Checking your contribution pace now gives you time to adjust before the opportunity closes.

- Estate Plan and Beneficiaries: Life changes and estate documents do not always keep pace. A mid-year check ensures your plan still reflects your current wishes and circumstances.

- Insurance Coverage: A job change, new asset, or major life event can leave gaps in coverage that are easy to overlook until they matter most.

- Cash Flow and Savings Rate: Are your spending and saving habits still aligned with your long-term goals? The second half of the year is a natural moment to recalibrate.

If any of these areas have not been reviewed recently, now is a good time to start that conversation. Reach out to our team at UniqueWealth.com to discuss where your plan stands heading into the second half of the year.

Did you know that at Unique Wealth, we love golf? We mean we REALLY love it. That is why we are back with another Unique...
07/13/2026

Did you know that at Unique Wealth, we love golf? We mean we REALLY love it. That is why we are back with another Unique Wealth Golf Pool for the last major tournament of the year, The Open Championship.

What is cool about The Open is that it truly lives up to its name. It is golf's oldest major, dating all the way back to 1860. Also, any golfer, professional or amateur, can earn a spot in the field through qualifying.

That means a club pro or a rising amateur could tee it up at Royal Birkdale alongside the best players in the world. And the winner does not just get a trophy — they lift the famous Claret Jug and are crowned the Champion Golfer of the Year.

Do you know who else could win? You.

Join the Unique Wealth Open Championship Golf Pool and you could win a prize, if your team places in the top three! Enter here for free: https://bit.ly/4pmRmvW

Rules and restrictions apply: https://bit.ly/4tZr98d

Participation in this contest, including any referral activity, does not constitute a testimonial or endorsement of Unique Wealth, LLC or its investment advisory services.

Referrals are not solicited for the purpose of obtaining advisory clients, and no participant is required or expected to promote or recommend Unique Wealth, LLC or its services.

Any referral bonus awarded is provided solely in connection with participation in this recreational contest and is not conditioned on the referral of advisory clients or prospective clients.

07/04/2026

America turns 250 this Fourth of July, and it is a milestone worth taking a moment to appreciate. We are proud to be one nation under God that is built on freedom and opportunity. We are honored to serve the community that calls Tampa Bay home. Whether you are spending the day with family, out on the water, or watching fireworks light up the Tampa Bay sky, we hope it is everything you want it to be.

From everyone at Unique Wealth, wishing you and your family a safe, fun, and memorable Independence Day!

A new savings vehicle for children is launching this July 4th, and the details are worth understanding before it becomes...
06/24/2026

A new savings vehicle for children is launching this July 4th, and the details are worth understanding before it becomes available. Trump accounts were established under the One Big Beautiful Bill Act as a way for families to begin building tax-advantaged wealth for their children from an early age, and represent a meaningful opportunity to get more Americans participating in the equity markets.

Here are a few key details to know:

- Available for U.S. children under age 18 with a valid Social Security number, launching July 4th, 2026
- Children born between President Trump's second term (2025-2028) may be eligible to receive the one-time $1,000 government contribution
- Parents, grandparents, and employers can contribute up to $5,000 annually for each child up to 18 years old
- Funds are invested in low-cost U.S. index funds throughout the growth period
- At age 18, the Trump account converts to an IRA and can then be rolled into a Roth IRA (taxable event at the time of conversion)

Learn more at trumpaccounts.gov or download the app https://apps.apple.com/us/app/trump-accounts-official-app/id6767364919.

How a Trump account fits into your broader plan depends on your family's existing savings strategy, tax situation, and long-term goals. Reach out to an advisor at UniqueWealth.com to discuss in greater detail what this could mean for your family.

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

Website

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