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Universal Wealth helps business owners take control of their financial future—whether it’s protecting your income, preparing for retirement, or leaving a legacy. We provide clear, personalized guidance without the jargon or pressure.

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Educated

Learn the financial fundamentals every parent should know.

Protect Your Current & Future Income

Keep your family covered —even when life blitzes you.

Tax-Advantage Strategies

Build a reliable game plan for the second half of life.

Leave a Legacy That Lasts

Put a plan in place that protects what you’ve built.

FINANCIAL FREEDOM WITHIN REACH

Why Universal Wealth

Personalized guidance

No-pressure, education-first approach

Access to A-rated resources & providers

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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.

info@universalwealth.com

15282 West Brookside Lane,

Building B, Unit 118

Surprise, AZ 85374

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.