We provide full-service, growth-oriented wealth management, expert financial planning, a robust alternative investments platform, comprehensive insurance services, and world-class investment management, all tailored to mass affluent clients.

We offer proprietary wealth management, focusing on family offices, qualified investors, ultra-high net-worth individuals, and institutional clients. Our services include a robust alternative investments platform, world-class investment management, estate planning and insurance services, and strategic tax planning.

We provide world-class investment management and a robust alternative investment platform, featuring unique private equity, private debt, venture, early-stage, traditional and sustainable energy, and full-spectrum real estate offerings. Our focus is on mass affluent and high-net-worth clients, delivering personalized and innovative financial solutions.

We provide full-service managing broker-dealer services and a comprehensive investment banking platform, along with unique private equity, private debt, venture, early-stage, traditional and sustainable energy, and full-spectrum real estate offerings. Our focus is on mass affluent and high-net-worth clients, offering personalized financial solutions.

Our full-service wholesale distribution team, with expertise in alternative investments, investment management, capital markets, and insurance services, provides wholesale financial products to independent broker-dealers, registered investment advisors, wealth managers, family offices, institutions, and ultra-high-net-worth investors.

UWC proudly partners with ECA Marketing, a leader in financial services since 1985. Under Elliott "Hap" Cobb's leadership, ECA Marketing has become a national force in annuity and life insurance, generating over $25 billion in premiums since 2006. Operating nationwide, their management is active on major carriers' Field Advisory Councils. Together, UWCPEG and ECA Marketing deliver innovative solutions and exceptional service to clients across the nation.