Unique Wealth
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We’re an independent registered wealth manager. We provide peace of mind through comprehensive financial planning.
America turns 250 this Fourth of July, and it is a milestone worth taking a moment to appreciate. We are proud to be one nation under God that is built on freedom and opportunity. We are honored to serve the community that calls Tampa Bay home. Whether you are spending the day with family, out on the water, or watching fireworks light up the Tampa Bay sky, we hope it is everything you want it to be.
From everyone at Unique Wealth, wishing you and your family a safe, fun, and memorable Independence Day!
05/13/2026
As graduation season arrives, it is a common time for families to reflect on and revisit education savings. Recent updates to 529 plans have meaningfully expanded the flexibility families have in how those funds can be used. Rule changes have expanded what these accounts can do, not just for traditional college expenses, but across a much wider range of education and savings goals. For families who have been saving for years, the updated rules may open doors that did not exist when the account was first opened.
If you are unsure how the latest changes apply to your situation, it may be worth a closer look. How you use, transfer, or preserve these funds can have real implications for your overall plan, and those decisions are worth revisiting as your family's needs evolve. Connect with us at UniqueWealth.com to discuss what that might look like for your family.
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Address
311 Park Place Boulevard N. Suite 230
Clearwater, FL
33759
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |
