Working with Unified Wealth has been a great experience! My first on-boarding call with Eliot was nice and long which allowed us to go over everything thoroughly and allowed me to ask tons of questions. I am usually a DIY kind of person so letting go of the reigns and delegating this work was very nerve racking for me. After doing extensive research on the company and comparing the price of their services with standard rates in this market I feel like it was money well spent! Now having peace of mind that it was done correctly, legally and with the added bonus of having the client portal to keep me organized, I am very happy! I highly recommend Unified Wealth. It is worth the investment!