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Wealth Management

Advisory

We go beyond the traditional, expected accounting and tax, roles with our advisory services to help you conquer your objectives.

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What We Offer

OVERVIEW AND EXPERIENCE

FINANCIAL ADVISORS OFFERING A DIVERSE MENU OF WEALTH MANAGEMENT STRATEGIES

We provide sound financial advice and tailor your plans as you navigate your entire life’s journey. We are here to listen to your needs, and transform your expectations as to what a financial advisor can do for you and your family.

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OUR PROFESSIONALS

CHARLES BRUNO

Principal, UHY Advisors
Long Island, New York

CHARLES BRUNO

Principal, UHY Advisors

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BEN HUNTER III

Principal, UHY Advisors
Farmington Hills, Michigan

BEN HUNTER III

Principal, UHY Advisors

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CHRISTINA ANIBAL

Director, UHY Advisors
Farmington Hills, Michigan

CHRISTINA ANIBAL

Director, UHY Advisors

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ZACH GATES

Partner, UHY LLP
Managing Director, UHY Advisors
Des Moines, Iowa

ZACH GATES

Partner, UHY LLP
Managing Director, UHY Advisors

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ALANNA ABREU

Principal, UHY Advisors
Long Island, New York

ALANNA ABREU

Principal, UHY Advisors

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JACKIE LIU

Principal, UHY LLP
Orange County, California

JACKIE LIU

Principal, UHY LLP

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ADDITIONAL CAPABILITIES

Audit & Assurance

Our audit and assurance services help you get to know your business even better and on every level. We work with you to help you meet assurance demands. Our audits provide essential insights into the current state of your business and help you to envision and plan a stronger future for your organization.

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Tax

Tax laws can be complicated, but we understand them inside and out. Business or personal, our substantial industry experience and invaluable insights to empower you to take control of your taxes. Trust us to ensure you’ll never pay more than your fair share of taxes when you work with us.

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Consulting

Our consultants collaborate with you to develop and execute specialized solutions uniquely tailored to your unique situation,through our specialized consulting services, we help you optimize profitability and growth, improve workflow and processes, identify and implement technologies, manage risk and compliance, and more.

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©2023 UHY LLP. ALL RIGHTS RESERVED.

UHY LLP is a licensed independent CPA firm that performs attest services in an alternative practice structure with UHY Advisors, Inc., and its subsidiary entities. UHY Advisors, Inc.’s subsidiaries, including UHY Consulting, Inc., provide tax and business consulting services through wholly owned subsidiary entities that operate under the name of “UHY Advisors” and “UHY Consulting”. UHY Advisors, Inc., and its subsidiary entities are not licensed CPA firms. UHY LLP, UHY Advisors, Inc. and UHY Consulting are U.S. members of Urbach Hacker Young International Limited, a UK company, and form part of the international UHY network of legally independent accounting and consulting firms. “UHY” is the brand name for the UHY international network. Any services described herein are provided by UHY LLP, UHY Advisors and/or UHY Consulting (as the case may be) and not by UHY or any other member firm of UHY. Neither UHY nor any member of UHY has any liability for services provided by other members.

On this website, (i) the term "our firm", "we" and terms of similar import, denote the alternative practice structure conducted by UHY LLP and UHY Advisors, Inc. and its subsidiary entities, and (ii) the term "UHYI" denotes the UHY international network, in each case as more fully described in the preceding paragraph.

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