Welcome and thank you for stopping by! Ulin & Co. Wealth Management is an independent SEC Registered Investment Advisor firm serving successful boomers and retirees for over 15 years. Our firm offers personalized money management and retirement income planning services for investors with portfolio’s of $500,000 or more.
Often, our workshops include guest speakers as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Please fill in our form below and we will be in touch with you shortly!
Our Calendar of Events
Friday April 13th 12pm Market Outlook Lunch Workshop at U&CO office with Ray Vigeant, Regional Director, Fidelity
Friday April 27th: 12pm Market Outlook Lunch Workshop at U&CO office with Jeff Pawliger, CRPC®, Regional Director, Janus Henderson
Friday May 11th: 12pm Market Outlook Lunch Workshop at U&CO office with Lauren McFadden, CIMA®, Market Leader, Black Rock
Thursday June 14th, 6:30PM, Mid-Year Market Outlook Client Dinner at Ruth’s Chris with Phil Camporeale, Managing Director, J.P Morgan (by invitation only)
Friday June 22nd 12pm Market Outlook Lunch Workshop at U&CO office with James Mugno, CRPC®, Vice President, Oppenheimer
Thursday December 6th, 6:30pm, 16th Annual Year End Client Gala. More information to follow.
To register for an event or request us for a speaking engagement, please fill out the following form and we will be in touch shortly!
Gain a wealth of insight!™
Meet Jon Ulin, CFP®, Managing Principal
Ulin & Co: Modern Investing, Traditional Approach
-National Independent Broker-Dealer Access? YES! √
-SEC Registered Investment Advisor Firm? YES! √
-Recognized CFP® professional? YES! √
-Fee-Based Portfolio Management? YES! √
-Retirement Income Planning? YES! √
-Boutique by Design? YES! √
-Diligent Research? YES! √
-Concierge Service? YES! √
-Fiduciary Focus? YES! √
-Clear Reporting? YES! √
-Genuine Approach? Absolutely!!.
Established in 2002, Ulin & Co. is a boutique independent SEC -Registered Investment Advisor (RIA) and branch office of LPL Financial located in downtown Boca Raton. We custody our clients’ assets at both LPL Financial and Charles Schwab. If you would like information on our upcoming events or would like to set up a complementary portfolio review, do not hesitate to give us a call today at (561) 210-7887.
Jon Ulin, CFP® Media Interviews
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