Guides

Guides from Ulin & Co. Wealth Managment

Ulin & Co. Wealth Management publishes guides on personal finance, retirement and investing because our firm believes in the simple principle that knowledge helps lead to enhanced financial well-being, confidence and an improved overall quality of life.

We hope you enjoy reading our guides and welcome you to give us a call at (561) 210-7887 or complete the form below to set up a no-obligation consultation with Jon Ulin, CFP®, CEO and see how our Private Client Group can benefit you.

Guide to Retirement Income

Guide to Selecting a Financial Advisor 

ULIN & CO. WEALTH MANAGEMENT’S BACKGROUND

Ulin & Co. Wealth Management is an independent advisory firm serving successful individuals, retirees, trusts and small business owners for many years and generations. We partner with Charles Schwab, Fidelity and Pershing to provide our clients dynamic service in asset custody and management, backed by a fiduciary standard. 

Our team, led by founder and  CEO Jon W. Ulin, CFP®,  has gained tremendous insight and experience for more than two decades by helping to improve the financial lives of numerous individuals and families with their retirement income, estate planning, tax strategies and wealth management strategies.

WHAT TYPES OF CLIENTS BENEFIT FROM OUR SERVICE?

Cookie-cutter portfolios produced for the masses often underserve the needs of high net worth investors. Ulin & Co. Wealth Management specializes in serving individuals with $500,000 or more in investments, recognizing their need for a money manager who can tailor portfolios with a higher level of investment expertise while incorporating comprehensive financial planning and retirement advice.

ULIN & CO. WEALTH MANAGEMENT’S SERVICES

Our advisors charge a portfolio management fee that aligns with our clients’ goals. In addition we offer financial planning expertise which can include retirement income planning, advanced estate planning, tax minimization strategies, long term care planning, Social Security review, Medicare options and more.

INVESTMENT PHILOSOPHY

Our investment philosophy follows the Markowitz Nobel Prize winning study of Modern Portfolio Theory to design and manage portfolios utilizing a dynamic strategic allocation strategy within each of our distinct portfolio models.

Our goal is to keep our fees and process transparent and easy to understand-while providing our clients a selection of sophisticated “all-weather” portfolios that are actively managed to balance risk and return through volatile bull and bear markets.

WHAT TO EXPECT AS A CLIENT 

As a Ulin & Co. Wealth Management client, we will continually work with you to monitor your wealth, update you on our current investment strategies, and learn about vital issues affecting your financial well-being. We will set up a service and communication plan that is appropriate for you. Our focus is to provide ongoing “concierge” level services, technology and resources at every step.

Can your big-box broker provide all these advantages?

• Independent SEC Registered Investment Advisor (RIA) firm affiliate
• Recognized CERTIFIED FINANCIAL PLANNER™ professional
• Multi-custodial firm with Charles Schwab, Fidelity & Pershing
• Customized guidance based on your entire financial picture
• A fee management structure that is simple to understand
• A relationship that’s responsive, attentive, and personal
• A fiduciary focus, putting your interests first