A MOVEMENT FOR THE PEOPLE
FOR THE ONES THE INDUSTRY
Overlooked.
Universal Wealth isn't another financial services company. We're a movement—built for people who got passed up, hit a ceiling, or are ready for a new chapter.
Thursdays
SECURE
your future.
For families seeking clarity, transparency, and a partner who treats their future with the gravity it deserves. No jargon, no upsell—a real look at how families like yours protect what they've built and stop guessing.
BUILD
a bigger mountain.
For anyone tired of the corporate ceiling. Build a career you actually own, on your own terms — with a platform, training, and a team that has your back.
Financial Professionals
Carrier partners
States covered
THE CULTURE
INSIDE
Universal Wealth.
Real moments from our team, events, and community.
Did you know?
78% of Americans live paycheck to paycheck, and of those, over 80% dislike what they do.
Over 49% of households in America have credit card debt. Totaling over $1.13T in credit card debt in 2025.
56% of Americans can’t cover the cost of a $1,000 emergency with cash from their savings.
Only 49% of U.S. adults could correctly answer basic financial literacy questions in 2025.
Thursdays.
Two sessions every week — pick the one that fits your schedule.
RESERVE YOUR SPOT
Save Your
seat
DETAILS & ANSWERS
FREQUENTLY
asked.
We believe financial education should come before financial products. Our approach is centered around helping people understand their options, identify potential gaps in their financial strategy, and make informed decisions based on their goals. We work with multiple carriers and providers, allowing us to focus on finding solutions that fit the client rather than forcing clients into a single solution.
We’ll cover the financial challenges many families face today and the solutions available to address them. Topics may include life insurance, annuities, wealth-building strategies, and how financial education can help create more options for the future.
Anyone who wants to improve their financial future. Whether you’re a young professional, parent, business owner, pre-retiree, retiree, or someone exploring a career in the financial industry, this overview is designed to provide valuable insights and practical information that can help you make more informed financial decisions.
Absolutely. In fact, we encourage it. Financial decisions often impact the entire household, and many attendees find it helpful to learn alongside a spouse, partner, family member, or trusted friend. Simply have them register so they can receive the event details.
No. Many of our most successful professionals came from completely different industries, including education, healthcare, real estate, hospitality, sales, and business ownership. We provide training, mentorship, and a proven development path designed to help individuals learn the industry and build confidence over time.
Universal Wealth ช่วยเหลือบุคคลต่างๆ ในการบรรลุเป้าหมายทางการเงินโดยให้คำแนะนำและความช่วยเหลือจากผู้เชี่ยวชาญ โดยมีเป้าหมายเพื่อสร้างผลกระทบเชิงบวกที่ยั่งยืนทั้งต่อบุคคลและสังคม
ติดต่อเรา:
15282 West Brookside Lane,
Building B, Unit 119
Surprise, AZ 85374
การเปิดเผยข้อมูล: ไม่มีคำแนะนำทางกฎหมายหรือภาษี
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.
ลิขสิทธิ์ ©2024 Universal Wealth, LLC