Rich Boehm

About Rich Boehm

Richard Boehm is CEO & Founder of Unified Wealth Management (UWM), a boutique financial planning and wealth management firm, serving clients nationwide from offices in Westport, CT & Scottsdale, AZ. Richard is a practicing CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over 25 years experience in financial planning and wealth management. Unified Wealth Management provides complete and comprehensive financial planning, tax planning strategies, investment, estate planning planning strategies, & risk management services to their clients.Richard believes that sustaining wealth and developing true prosperity requires effort and discipline similar to what is necessary to attain wealth in the first place. Richard analyzes a client’s entire financial situation and serves as a caretaker of clients’ wealth, expending the effort to maintain their finances and allowing them to do the things they want; traveling, retirement, and enjoying the grandchildren.His devotion to his profession was born in experiences that demonstrated the importance of being financially prepared when life intervenes. His parents taught him that financial advising is an enormous responsibility and by putting the interests of clients first was the path to true success.Richard helped create the UWM Prosperity Roadmap, a unique process that provides a thorough and integrated review and analysis of clients’ tax, estate, investment, risk management, and overall financial health; allowing the development of an integrated plan to help them pursue their goals.Fiercely independent and a fiduciary in advisory relationships, focused on what is best for clients, Unified Wealth Management has no obligations to a parent company or shareholders, no product cross-sell quotas, and no home office directives. Everything they do, strategies they suggest, products they recommend is solely to support the pursuit of the client’s plan.For a complimentary second opinion analysis contact Rich: 20••••••52 r••••••••@unifiedwealth.net website: unifiedwealth.net

Experience

1. President and Founder

   Unified Wealth Management

   Aug 2004 — Present

   Richard Boehm is the CEO and a founder of Unified Wealth Management (UWM), a boutique financial planning and wealth management firm with offices in Westport, CT and Scottsdale, AZ. Unified Wealth Management is a Registered Investment Advisor, and uses tools, resources, and services provided by LPL Financial, member FINRA/SIPC. Richard holds FINRA Series 7, 24, and 63 licenses through LPL Financial as well as life and health insurance licenses. He has a Bachelor of Science degree in Accounting and Finance from SUNY Oswego and completed his pre-CFP® financial planning course work through the Boston University Center for Professional Education. Richard is a founding member of the Academy of Preferred Financial Advisors. Disclosure: Securities offered through LPL Financial, Member FINRA/SIPC (for hyperlinks to FINRA and SIPC, please refer to contact info section above). Investment advice offered through Winthrop Wealth, a registered investment advisor. Winthrop Wealth and Unified Wealth Management are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit https://unifiedwealth.net

Education

• State University of New York College at Oswego

  Bachelor's degree

  1988 — 1992