Universal Wealth Management

Your Clients. Our Expertise. Their Wealth—Maximized.

This exclusive Universal Wealth Management Lead Submission Page is designed for agents only to submit client referrals directly to our Wealth Management division.

Do Not Share Publicly – This is an internal tool for submitting high-value leads.

Simple & Secure – Just enter your client’s details, and our experts will take it from there.

Maximize Your Client’s Wealth – Our team provides advanced strategies to help clients grow, protect, and transfer their wealth efficiently.

Lead Information

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

4252 N Verrado Way, Suite 203

Buckeye, AZ 85396

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.