Richard Boehm

Unified Wealth Management

Financial Planning and Wealth Managment

At Unified Wealth Management, we are our clients’ most trusted and competent financial resource. Our transformative process places clients’ interests first, helping them achieve confidence in their financial decisions and planning needs. As advisors, we are required to act in a fiduciary capacity. In doing so, we help our clients seek to build an amazing life of significance.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Winthrop Wealth, a registered investment advisor. Winthrop Wealth and Unified Wealth Management are separate entities from LPL Financial.

(203) 442-6752