Transforming Wealth Management

As an independent advisory firm (RIA), we work with our clients to build resilient portfolios, manage clients’ lives and legacies, support visionary entrepreneurs, and craft Unique Wealth Strategies.

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Strategic Goals

Helping families set their short and long-term financial goals.

Unique Wealth Strategies holistic approach
Holistic Approach

Values driven financial planning solutions that focus on aspects that are important in your life.

Unique Wealth Strategies personalized planning
Personalized Plans

Tailored plans that align with your unique financial goals and risk tolerance.

Our Services

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Risk Management

We strive to protect your assets and financial future by identifying and mitigating potential risks.

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Estate Planning

We’ll work with you to help preserve your legacy.

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Wealth Planning

Comprehensive plans tailored to your unique needs and aspirations.

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Portfolio Management

Designed to increase your investment returns with a diversified and meticulously managed portfolio.

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Qualified Plans

Tax advantaged savings plans designed to grow your wealth efficiently.

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Insurance Planning

Protect your assets through tailored insurance solutions.

Corporate Program

Empower Your Employees

Tailored initiatives to enhance operational and personnel efficiency within your organization.

Talk to Us
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“Building enduring legacies, one family at a time”

I founded UWS with a singular belief: financial planning should not be a one-size-fits-all approach. Each family has unique goals and dreams for future generations, which we help realize.

- Ranjit Bahadur, CEO at UWS

Unique Wealth Strategies Founder Ranjit Bahadur

Work With Us

Collaborate with High Net Worth Individuals,
embrace ongoing learning, and build connections.

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