Home / Northwest Arkansas
Rogers, Arkansas
From our Rogers office, Scott Shepherd, Randy Koontz, Aaron Jurgensmeyer, Ben McLintock and Brad Blankenship work with families, executives and business owners across Benton and Washington counties.
No cost and no obligation. A conversation with a fiduciary, not a sales call.
Who we work with
People at the region's large employers and their suppliers who have stock awards, concentrated positions and deferred compensation to fit into one plan.
Owners thinking about succession, a sale or bringing the next generation in, and what the proceeds need to do for the rest of their life.
Households who want investments, taxes, estate planning and insurance coordinated by advisors who live here too.
Local know-how
Restricted stock, options and employee stock plans can leave a household with a large share of its net worth in one company. When and how to diversify is a tax question as much as an investment one.
Ben McLintock, an Arkansas-licensed attorney with an LL.M. in taxation, leads the firm's wealth transfer, trust, business succession and charitable planning, working alongside your own attorney and CPA.
A fast growing region means more households with real estate and business interests to weigh against liquidity and retirement goals.
Land often carries family history as well as value. Keeping it in the family, or not, is a planning decision best made early.
What we do
Your financial life often involves several professionals, such as an advisor, CPA, attorney, and insurance professional. We build one plan and work to coordinate with them so your planning reflects the full picture.
Cash flow, goals, risk and timeline in one written plan, revisited as your life changes.
Portfolios built around the plan rather than the other way around, and reviewed as the plan changes.
Wealth transfer, trusts and tax strategy, coordinated with your CPA and attorney.
What the business is worth, what lifts the value, and how to sell or hand it on well.
Protection reviewed with a fiduciary eye: what you need, sized correctly, and nothing you do not.
Liquidity and lending coordinated with your balance sheet instead of bolted onto it.
*Provided with the help of the firm's third-party strategic partners.
Your advisors
Partner, Senior Wealth Advisor
Wealth management, business planning, estate planning and wealth preservation, focused on helping clients accumulate, protect and transfer wealth to the next generation. Scott built and managed offices for Dean Witter, Morgan Stanley and Raymond James.
Partner, Senior Wealth Advisor
More than 35 years in financial services: wealth preservation, investment management, retirement, estate and tax planning, and business valuation strategies. University of Arkansas; a Charleston, Arkansas native who lives in Rogers.
Managing Director, Senior Wealth Advisor
A financial advisor since 2000, working on wealth preservation, retirement planning and insurance strategies. Wealth Management Specialist and Certified Estate Planner. Born and raised in Rogers; University of Arkansas.
Director of Tax and Estate Planning
Leads the firm's advanced planning: wealth transfer, estate and tax planning, business succession, asset protection and philanthropic giving. An Arkansas-licensed attorney with an LL.M. in taxation, and a CERTIFIED FINANCIAL PLANNER™ professional.
Senior Wealth Advisor
24 years helping clients build, manage and protect wealth, including 13 years as a regional manager and principal for the wealth division of a regional bank. A Northwest Arkansas resident for more than 40 years.
Our Rogers office
Office page on the firm's main site: unitingwealthpartners.com
Start here
Rick Hadrava on designing a life that is about freedom, purpose and legacy, not just money. Free PDF.
White paperFederal spending in FY2025, three paths to fiscal balance and what each could mean for investors.
Dec 10The midterms, your taxes and the next three years. Online, complimentary, no products sold.
WeeklyEnergy Stat of the Week and More: markets, energy and Rick's commentary, every Monday.
3300 S Market Street, Suite 404, Rogers, AR 72758. Call (479) 903-7111.
Yes. Our Rogers advisors work with clients across Northwest Arkansas, in person or by video.
Yes. Uniting Wealth Partners is an independent firm registered with the U.S. Securities and Exchange Commission as an investment adviser, and our advisors are held to the fiduciary standard, which means acting in your best interest. Registration as an investment adviser does not imply a certain level of skill or training.
We ask what you are working toward and what is keeping you up at night, and you ask us anything. If it looks like a fit, we suggest a next step. If it does not, we say so. There is no cost and no obligation.
A short introductory call to hear what you are working toward and whether we are the right fit. It is a conversation with a fiduciary, not a sales pitch.