Unique Wealth

Come join our team for Cornerstone Family Ministries 45th annual Wonder Walk & Run along the picturesque Bayshore Boulevard in Tampa! Register or sign up a team at: https://bit.ly/4bylxJH. Or, scan the QR code to donate on Unique Wealth's team fundraiser page. Your support provides scholarships for inner-city children, giving them a safe place to learn, grow and thrive. #scholarship #charity #community #tampa #giving

Monday was a rough day for investors. The volatility may continue until morale improves. Here is Unique Wealth's expert thoughts on the sell-off. Read more: https://bit.ly/3Drbhq1 #market #investments #stockmarket #dowjones #s&p500 #nasdaq #magnificent7 Meta, NVIDA, Tesla, Apple, Microsoft, Google, Amazon

How do you feel about lifetime income? Our CEO Curtis Parry Jr., CFP, CLU, ChFC, CASL, RICP, WMCP sits down with Financial Advisor Magazine to talk about the misconception of annuities, their benefits in retirement planning, and our fiduciary approach to managing your wealth. Read more: https://bit.ly/4klFpU9 #wealthmanagement #financialadvisor #financialplanning #annuities #retirement #fiduciary

Proper tax planning is often overlooked as a critical step in selling or transitioning a business. Why does it matter so much? If you’re a business owner, this is a must-read. If you know someone who owns a business, this is a must-share with them. Read more: https://bit.ly/4kjGICY #taxplanning #successionplanning #businessplanning #businessowner #taxes #capitalgains #taxstrategy #wealthmanagement #financialplanning

Let us take some time today to be grateful for the life we have, the liberties we enjoy, and the happiness we are able to pursue. All thanks to our nation's brave forefathers. #PresidentsDay #Freedom #Life #Liberty #Happiness #America #USA

Efficient tax planning is essential when you are transitioning your business. It can help you minimize liabilities and maximize profits. That's why at Unique Wealth, we operate on your side of the table, helping you integrate, coordinate, and facilitate your financial planning and your tax planning. Learn more: https://bit.ly/4gCTqtF #taxplanning #businessowners #successionplanning #businesssuccesion #entrepreneur #wealthmanagement #financialplanning

As we approach the biggest wealth transfer in history, securing generational wealth requires more than just estate planning. There are other critical financial tactics that can be implemented to shape family prosperity. Here are a few key strategies to help reduce your tax burden during your transfer of wealth. Read more: https://bit.ly/3CHwP15 #wealthtransfer #wealthmanagement #financialplanning #family #highnetworth #estateplanning #tax #taxstrategies

Giving back through philanthropic donations is an impactful way to utilize your wealth in order to create meaningful change in your community, and beyond. Charitable giving can also be utilized as an effective tool to reduce tax burdens and optimize your financial strategy. Read how: https://bit.ly/4gksnDk National Christian Foundation, Community Foundation Tampa Bay, Cornerstone Family Ministries, Grace Family Church, #TaxPlanning #Philanthropy #WealthManagement #HighNetWorth #CharitableGiving

Today we celebrate and honor a legendary voice in the fight for justice, equality, and love for all. May we continue to remember his words and his actions, as inspiration to keep making progress. #MLK #dream #inspiration #equality #justice #love

Did you know that if you are an employee ages 60-63, you have the opportunity to add more money to your catch-up contributions? In 2025, you can now contribute an extra $11,250 for a total of $34,750 to your 401(K), 403(B), 401(A), 457, or Thrift Savings Plan. Contact us at?UniqueWealth.com?to learn how to maximize your retirement. #CatchUpContributions?#401k?#401b?#401a?#457?#ThriftSavingsPlan?#Retirement?#RetirementPlanning?#FinancialPlanning?#FinancialAdvisor