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Universal Wealth

Universal Wealth is lead by Andre L. Pennington, an Inc. CEO and Forbes Finance Council member, and one of the nation's foremost leading Firms in financial planning, estate planning, asset protection, and tax strategies for high-net-worth clients. Universal Wealth is at the forefront of integrating financial planning, asset protection, estate planning, and tax strategies into a unified discipline. Universal Wealth's innovative approach includes utilizing irrevocable trust to help clients eliminate capital gains tax on the sale of appreciated real estate and businesses. This enables clients to eliminate capital gains tax, preserving their wealth and allowing for strategic reinvestment. Additionally, Universal Wealth specializes in business tax strategies that leverage taxable income into exemptions and usable money for business growth, ensuring clients maximize their financial potential and operational expansion. Andre's thought leadership and pioneering strategies have earned the him features in prestigious publications such as Forbes, Fortune, The Wall Street Journal, The New York Times, USA Today, and Super Lawyers Magazine.

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HeadquartersSurprise, United StatesEmployees153(1001 to 5000)Websiteuniversalwealth.comLinkedIn profileLinkedIn

Verified contacts

83

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LinkedIn employees

153

1001 to 5000 range

Open roles

no listings

Distinct roles

40

indexed titles

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Monthly traffic

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Top roles at Universal Wealth

40 distinct titles indexed · top 10 shown.

  • 12financial professional
  • 4associate
  • 3financial services associate
  • 3financial services professional
  • 3licensed financial professional
  • 3senior financial professional
  • 2chief growth officer
  • 2financial educator
  • 2financial professional at universal wealth
  • 2financial services advisor
  • +30more titles

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