Services

Services

At Ulin & Co. Wealth Management, we help successful families, business owners, and professionals simplify complexity and align their wealth with life. Our team delivers tailored financial strategies backed by independent, fiduciary advice, institutional partnerships, and modern planning tools.

Financial Planning

→ “Build a comprehensive plan that aligns your wealth with your goals — from retirement income to estate preservation.

• Comprehensive financial planning
• Retirement income design and tax strategy
• Retirement Calculator 
• Estate and multigenerational planning
• Life Insurance

Wealth Planning & Investment Management

→ Create a personalized portfolio tailored to your goals, risk tolerance, and tax strategy — backed by institutional partners and fiduciary oversight.

• Fee Based Portfolio Management 
• Six Step Process For Clients 
• Investment Management Strategy & Research
• Risk Tolerance Assessment 
• Annuity Resources 

Retirement Rollovers & Income Planning

→ Turn your savings into sustainable income with help on 401(k) rollovers, Roth conversions, and withdrawal strategies.

• 401(k) and IRA rollover assistance
• Social Security & pension timing
• Sustainable withdrawal plans  (4% Rule)

Family Office & Private Client Services

→ Simplify complexity across your legal, tax, investment, and estate planning with coordinated, white-glove guidance for your family or business.

• Coordination of legal, tax, investment, and insurance teams
• Business exit, sale, and succession planning
• Generational wealth preservation
• Multi-entity structure & private banking guidance
• Bespoke Portfolio Management (Private Equity, Private Credit, Structured Notes, Real Estate)

Learn About Family Office Services

Business Owner Strategies

→ Maximize enterprise value and plan your ideal exit with strategies for succession, employee benefits, and retirement plan optimization.

• Executive compensation & key person insurance (cross purchase)
• Employee worksite education programs
• Employee Transition
• Business Retirement Plans (401K, SEP, SIMPLE,  Cash Balance)
• Business exit, sale, and succession planninh

Specialized Planning Services

→ Navigate life transitions and complex planning needs — from Social Security timing to divorce, legacy planning, and education funding.

• Inheritance & settlement strategies
• Divorce financial planning
• Domestic partnership & LGBTQ+ planning
• Social Security optimization
• College planning & 529 advice

Niche Wealth Strategies

→ Access planning designed for your profession, including doctors, executives, athletes, and women navigating wealth-building and leadership.

• Professional athlete planning
• Doctor and medical wealth planning
• Women & wealth
• Executive compensation and benefits

Ready to Get Started?

Whether you’re preparing to retire, grow your business, or manage new wealth, we can help. Contact us today to schedule your no‑obligation Retirement & Portfolio Review.

📞 Call: (561) 210‑7887
✉️ Email: jon.ulin@ulinwealth.com
👉 Get Started Here

What we deliver:

✔️ Personalized investment management
✔️ Retirement income & tax planning
✔️ Risk management & asset protection
✔️ Estate & multigenerational legacy strategies
✔️ Family Office Services & business exit planning

Let’s help you feel more confident about your financial future and create a plan to support the retirement and legacy you’ve worked hard to achieve. 💡 Have $500K or more saved for retirement? Let’s talk about what’s next

✔️ Check Out Our FAQ’s

✔️ Team Bio’s