Unity Wealth Partners

Unity Wealth Partners serves individual and high-net-worth clients, providing discretionary investment management for Separately Managed Accounts and acting as a sub‑adviser to a registered 1940 Act investment company, alongside financial planning offered on both ongoing subscription and project‑based engagements. The firm advises on a broad set of instruments—stocks, bonds, mutual funds, ETFs, private placements, and cash equivalents—and may manage held‑away accounts such as 401(k)s as part of its advice.

The firm’s investment process blends fundamental, technical, cyclical and charting analyses with Modern Portfolio Theory, using both passive and active vehicles and emphasizing tax‑aware asset allocation and diversification. Unity Wealth Partners may engage Outside Managers (including GeoWealth Management and SyntheticFi), employs an order management system for implementation and rebalancing, and generally operates on a discretionary basis for managed accounts.

Distinctive for a small advisory team, the firm serves as a fund sub‑adviser and maintains third‑party relationships that include a written referral/fee‑sharing agreement with a venture firm (Alumni Ventures) for private equity opportunities and a solicitor arrangement with The Pacific Financial Group, arrangements the brochure discloses as potential conflicts of interest. The firm also has affiliations with an insurance brokerage and other related businesses and incorporates third‑party estate‑planning technology (Wealth, Inc.) into certain planning engagements, while noting clients are not required to use affiliated or recommended providers.