We’re here to help!

Let us help you explore new options or opportunities that come your way as a result of change.

Whether you’re changing careers, starting a family, or planning for retirement, First United Wealth Management is here to help. Our team of experts will guide you through all available options and create a personalized approach that meets your unique needs.

Need help with your 401k?

First United Wealth Management is here to help you navigate career changes, plan for retirement, and manage 401k rollovers. We can help you understand the importance and benefits of considering a 401k rollover:

• • Diversification of Investments: By rolling over your 401k, you gain more control over where your funds are invested.
• • Avoiding Financial Penalties: Choosing a rollover instead of a lump sum withdrawal can help you avoid potential financial penalties associated with early or large withdrawals.
• • Access to Funds: Rollovers can provide a way to access your funds when needed, offering flexibility and control over your retirement assets.

Our dedicated Wealth Advisors are always available to offer support and guidance to meet your business and personal needs throughout all stages of life.

Let’s turn change into opportunities!

Contact us today to learn more.