Collectively serving over $1 Billion in brokerage & advisory assets through LPL Financial as of June 12, 2026.
Offices Across the Nation
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.
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.
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.
Meet Our Experienced Advisors
Get to know the dedicated professionals guiding your success!
Who We Serve
Families & Individuals
Financial guidance tailored to your goals, whether you’re building wealth, planning for the future, or navigating life’s major milestones.
High Net Worth Families
Personalized wealth management and sophisticated financial planning designed to help families grow, preserve & transition wealth across generations.
Late-Career & Retirees
Navigate the transition from wealth accumulation to retirement income, legacy planning & long-term financial confidence.
Professionals & Executives
Customized strategies for physicians, attorneys, executives, and other professionals balancing career success, retirement planning & tax-efficient investing.
Actors, Writers & Entertainers
Financial planning designed for creative professionals navigating variable income, royalties, contracts & long-term wealth management.
Professional & Collegiate Athletes
Financial planning built around the unique opportunities and challenges athletes face, from NIL income and contracts to financial independence.
Business Owners & Entrepreneurs
Strategic planning for business owners navigating growth, succession planning, liquidity events & long-term wealth management.
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.
Why Our Clients Work With Us!
Check out this quick video on why our clients choose U-Vest®
We’d love to hear from you!
CONTACT US