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Servicing Clients Across the Nation.

833-572-2288Find U-Vest® Offices

Collectively serving over $1 Billion in brokerage & advisory assets through LPL Financial as of June 2026.

Offices Across the Nation 

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Welcome Financial
Seasons Group Clients to the U-Vest® Family


With Financial Seasons Group now part
of U-Vest®, we're combining strengths to better
support your financial future.  

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U-Vest® Welcomes Private Wealth Management & Consulting


This partnership brings together aligned values, experienced advisors, and a shared focus on delivering thoughtful, long-term financial guidance.

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Welcome Pinnacle Clients to the U-Vest® Family

Pinnacle Advisors has merged into U-Vest®, bringing together shared values, experienced advisors, and a unified commitment to your financial future.

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Meet Our Experienced Advisors

Get to know the dedicated professionals guiding your success!

View Our Full Team

Who We Serve

Families &#38;<br/>Individuals

Families &
Individuals

Financial guidance tailored to your goals, whether you’re building wealth, planning for the future, or navigating life’s major milestones.

Private Wealth Clients

Private Wealth Clients

Personalized wealth management and sophisticated financial planning designed to help families grow, preserve & transition wealth across generations.

Late-Career &#38; Retirees

Late-Career & Retirees

Navigate the transition from wealth accumulation to retirement income, legacy planning & long-term financial confidence.

Professionals &#38; Executives

Professionals & Executives

Customized strategies for physicians, attorneys, executives, and other professionals balancing career success, retirement planning & tax-efficient investing.

Actors, Writers &#38; Entertainers

Actors, Writers & Entertainers

Financial planning designed for creative professionals navigating variable income, royalties, contracts & long-term wealth management.

Professional &#38; Collegiate Athletes

Professional & Collegiate Athletes

Financial planning built around the unique opportunities and challenges athletes face, from NIL income and contracts to financial independence.

Business Owners &#38; Entrepreneurs

Business Owners & Entrepreneurs

Strategic planning for business owners navigating growth, succession planning, liquidity events & long-term wealth management.

Veterans &#38; Military Families

Veterans & Military Families

Strategic financial planning designed to help military families maximize benefits, prepare for transitions, and build lasting financial confidence.

Highlights & Honors

As we help individuals and businesses build clarity and confidence in their financial future, we’re honored to be recognized by respected industry organizations. These acknowledgments reflect the dedication of our team and the continued trust our clients place in us.

See Our Recognitions

Why Our Clients Work With Us!

Check out this quick video on why our clients choose U-Vest®

Contact Us

We’d love to hear from you!

CONTACT US

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