Financial Freedom
Starts Here
Strategies Tailored for Your Unique Financial Journey
Our Mission is Simple
Empower individuals to build generational wealth and achieve financial freedom. With unmatched expertise and a personalized approach, we craft financial solutions that propel your dreams into reality. Whether you’re striving to champion a personal cause, uplift your community, or establish a business legacy, we’re here to challenge the conventional and ensure your impact is profound and everlasting.
Why
The Forbes Finance Council is an invitation-only organization of distinguished finance professionals established by Forbes, a leading business magazine. It is a community of experienced leaders who share knowledge, insights, and best practices to help individuals and businesses achieve financial success. The council includes CFOs, CEOs, and other finance experts who have demonstrated exceptional expertise and are committed to upholding the highest standards of professionalism and integrity.
Andre Pennington, Inc. 5000 CEO of Universal Wealth and Pennington Law, was selected to join the Forbes Finance Council due to his extensive experience and proven leadership in the financial services industry. His dedication to financial literacy and innovative wealth management strategies has made him a recognized expert in his field. As a regular contributor to Forbes.com, Andre provides valuable insights that help others navigate complex financial matters, reflecting both his personal commitment to excellence and Universal Wealth’s mission to empower clients to improve their financial well-being.
By the numbers
#1
Trusted Magazine in America
100+
Years in Business
82+
Countries
28
Languages
Our Services
When you need to protect your family, assets and legacy, turn to a Universal Wealth Agent. We provide these and other services.
Life Insurance
Life is valuable, and preparing for the unexpected is crucial. Our life insurance provides extensive coverage for your family's financial security.
401k/ IRA Rollover
Consolidating retirement accounts can be difficult. Our 401k rollover service aims to protect your savings and ensure a steady income in retirement.
Annuities
Planning for retirement is important. Annuities can provide a steady income during retirement. Let us find you the right annuity for your needs.
In business with and trusted by
Universal Wealth is dedicated to our clients’ peace of mind by working with the industry's most reputable & stable providers who hold the highest industry standards.
Our Platform
Universal Wealth means driving positive change and transformation for individuals and communities alike. As a Universal Agent, you have the unique opportunity to empower people by providing them with access to resources that pave the way for new opportunities.
Universal Wealth assists individuals in reaching their financial objectives by providing expert guidance and assistance, with the goal of creating lasting positive effects on both individuals and society.
Disclosure: No Legal or Tax Advice
Universal Wealth and Universal Tax Advisors are not law firms, do not employ attorneys, and cannot provide legal advice. We recommend consulting a qualified attorney for any legal matters. Our team includes enrolled agents, not CPAs, who are authorized by the U.S. Department of the Treasury to represent taxpayers before the IRS. While we offer expert tax preparation and advice, we do not provide legal or real estate consulting services. All information is for informational purposes only, and professional advice should be sought for individual circumstances.
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