Business consulting, with a difference.
 Whether you’re an international corporation or a small startup Or a small startup

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Welcome to United Advisor Wealth

United Advisor Wealth  is a full-service broker and consulting dealer and SEC-Registered Investment Adviser (RIA) based in New York, USA..
Our strategic partnership with Brokers and consultants International provides financial professionals direct access to the products and expertise of the broker dealer, annuity and life insurance education, multiple insurance carriers and products, exclusive professional development programs, and personalized sales support.
 
We assist business/project owners and working professionals make sense of the financial world. We bridge the gap between prospective borrowers and their lender easing the need of borrower. We seek to understand who you are and what you are trying to achieve. We put less importance to credit ratings and more important to business plan with the team you work with and professionals make sense of the financial world. If you have a business, project, a home or an investment that requires funding. Once we have built a picture of what the goals are, we then can offer series of financial solutions, some of which you may not have considered.

Navigating the New Normal

The COVID-19 pandemic has had multiple far reaching effects across every area of business. Concerned with how it is impacting employees, their work, their personal lives and the organisations that they represent; we are doing our part by creating solutions to help businesses get through the lockdown and recover in a post COVID-19 world
Finance that is built around your individual needs, problems & goals to help your business to keep growing

This is our most popular product. We remove the bureaucracy and rules standard banks have in place.

We listen to what you’re trying to achieve and why you need the capital. Then we help create a solution that is unique to your objectives, employing sensible payment terms. This allows you to find a finance solution, even if other lenders may have rejected you initially.

Based on our initial dialogue, we review your existing financial arrangements and personal circumstances. This in-depth research and analysis stage identifies the most suitable products and providers to help achieve your financial goals, and allows us to produce a confirmation of activities.

With the success of any business reliant on a healthy cash flow, making sure you have the most suitable funding in place for your evolving needs is crucial.

Therefore, with business confidence ever increasing it only seems natural that business owners will be making bolder investment decisions in order to expand and move to the next level. But, with so many finance options available, it can be hard to decipher which method is best suited to the needs of your business.

Our Business Made Easy

We have made the process simple, transparent and fast.
Taking a 4 Easy step process to install confidence in our clientele.

STEP 1

We offer free initial advice, that gives you the opportunity to find out more about who we are and how we operate. We seek to understand what are your business need to achieve success. We throw our weight from back ensuring the required goal find you the best policy to help you achieving the best result in your business growth.

STEP 2

Once we have collected enough information, we spend some time internally analyzing the situation and solution. If it is a simple requirement this could take few days but if it is a bit more complex, we may take more days while we discuss your situation with a number of investment group.

STEP 3

We liaise back and forth with you on our plan for your business/project. We will talk and walk you through the many benefits and seek to find a mutual agreement, in which you feel confident, and happy to proceed with our plan.

STEP 4

We then implement the memorandum of understanding (MOU) by working closely with our third parties, staying in contact with you throughout the entire process. Once the agreement is finalized, we will follow up ensuring that everything is aboveboard.

Insights

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2021 U.S. Loan Market Survey

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ESG & Energy Transition in the Mining Sector

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Sourcing & Logistics of PPE for the City of New York

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Financial Consultant bespoke solutions

Revolutions is coming, high street bank solutions is history, new ways of fintech financial options are growing on the marketplace. Financial Consultants like us have experience and full understanding of the available bespoke business finance options, we search market and create solutions fit for your business and project needs by advising and recommending the most flexible investment group/lenders with minimal interest rate that will be convenient for your business/project, allowing you to grow over a short period of time.

When you need business funding, you now have an easier way of accessing working, business and project capital. We offer a great alternative to traditional business finance. We will work with you to find the best way to provide access to the funding you need

We Worked with

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What Clients Say

"I would also like to say thank you to all your staff. United Advisor Wealth has completely fulfill our expectations."
Dana Bailey
Designer
"I don't always clap, but when I do, it's because of United Advisor Wealth. Thank you so much for your help
David Larsen
developer
"I would gladly pay over 600 dollars for United Advisor Wealth. They worth a fortune to my company.
Mary Wells
Journalist

United Advisor Wealth