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For families and individuals
One plan for everything you have built
Investments, taxes, estate planning, insurance and cash flow in one plan, coordinated with the professionals you already work with. For successful families and individuals across Oklahoma, Arkansas and Texas.
Is this you?
You have done well
You have $1 million or more in investable assets, or you will soon, and the decisions have gotten bigger than the time you have for them.
The pieces do not talk
Your advisor, CPA, attorney and insurance agent each see part of the picture. Nobody is looking at all of it.
You want your time back
You would rather spend your attention on family, purpose and the things money is for than on managing the money.
How we work
Start with what matters
Rick Hadrava's book calls them your Big Rocks: the few things that matter most. The plan is built around them.
Build one written plan
Cash flow, investments, taxes, estate and protection in one place, with the trade-offs in plain sight.
Invest to the plan
Portfolios built around your goals and timeline, reviewed as your life changes.
Keep it current
Regular reviews, and a phone call that gets answered when something changes.
Wealth
Free book
Beyond Wealth, by Rick Hadrava
More than 30 years of working with business owners and families, on designing a life that is about freedom, purpose and legacy rather than just money.
Get your free copyNear you
Offices in Oklahoma, Arkansas and Texas
Oklahoma City
6303 Waterford Boulevard, Suite 125, Oklahoma City
Rick M. Hadrava, Kip Nichols
Meet the teamArkansasNorthwest Arkansas
3300 S Market Street, Suite 404, Rogers
Scott H. Shepherd, Randy S. Koontz, Aaron Jurgensmeyer, Ben R. McLintock, Brad Blankenship
Meet the teamTexasOdessa and the Permian Basin
1921 E 37th Street, Suite B, Odessa
Kathy McIntyre, Steve R. Hurt
Meet the teamQuestions we get asked
Who is a good fit to work with you?
Families and individuals who want their whole financial life coordinated in one plan, often with $1 million or more in investable assets. A 20 minute call is the easiest way to find out.
How are your fees set?
Our services and fees are set out in Form ADV Part 2A and Form CRS on adviserinfo.sec.gov (CRD #332317). We will walk you through them before you decide anything.
Is Uniting Wealth Partners a fiduciary?
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.
What happens on the 20 minute call?
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.
Twenty minutes, 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.