Gregory & Company Comprehensive Wealth Management
Unitas Wealth Management is a reputable wealth planning and management firm located in Woodbury, NY. They offer a comprehensive range of financial services, including financial planning, asset management, retirement planning, risk management, and legacy planning. With a systematic approach and the use of technology, Unitas Wealth Management provides clarity, comfort, and confidence to help clients reach their financial goals. They prioritize understanding their clients' values and vision of financial success, and strive to reinforce positive choices made throughout their lifetime.
Securities are offered through Equitable Advisors, LLC, and investment advisory products and services are provided by Equitable Advisors, LLC, an SEC registered investment advisor. Unitas Wealth Management is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors and its affiliates do not provide tax or legal advice, and individuals may transact business only in states where they are properly registered and/or licensed. For more information about Equitable Advisors, LLC, please visit equitable.com.
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