Universal Wealth

Universal Wealth is lead by Andre L. Pennington, an Inc. 5000 CEO and Forbes Finance Council member, and one of the nations foremost leading Firms in financial planning, estate planning, asset protection, and tax strategies for high-net-worth clients. Universal Wealth is at the forefront of integrating financial planning, asset protection, estate planning, and tax strategies into a unified discipline. Universal Wealths innovative approach includes utilizing irrevocable trust to help clients eliminate capital gains tax on the sale of appreciated real estate and businesses. This enables clients to eliminate capital gains tax, preserving their wealth and allowing for strategic reinvestment. Additionally,...

Financial services,wealth planning,financial planning,fixed indexed annuities,indexed universal life,whole life,myga's,retirement planning,estate planning,asset protection,tax strategies,and tax services

Universal wealth operates in the Financial services industry.

Universal wealth's revenue is 11m - 100m

Universal wealth has 51 - 200 employees.