Universal Wealth is lead by Andre L. Pennington, an Inc. 5000 CEO and Forbes Finance Council member, and one of the nation's foremost leading Firms in financial planning, estate planning, asset protection, and tax strategies for high-net-worth clients. Universal Wealth is at the forefront of integrating financial planning, asset protection, estate planning, and tax strategies into a unified discipline. Universal Wealth's innovative approach includes utilizing irrevocable trust to help clients eliminate capital gains tax on the sale of appreciated real estate and businesses. This enables clients to eliminate capital gains tax, preserving their wealth and allowing for strategic reinvestment. Additionally, Universal Wealth specializes in business tax strategies that leverage taxable income into exemptions and usable money for business growth, ensuring clients maximize their financial potential and operational expansion. Andre's thought leadership and pioneering strategies have earned the him features in prestigious publications such as Forbes, Fortune, The Wall Street Journal, The New York Times, USA Today, and Super Lawyers Magazine.
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Universal Wealth Questions
Jayson Bove is the Co-Founder and Chief Distribution Officer of Universal Wealth.
80 people are employed at Universal Wealth.
Universal Wealth is based in Surprise, Arizona.
Top Universal Wealth Employees
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Jesus Villalobos
Chief Strategy Officer (CSO) at Universal Wealth
Bellflower, CA, US35+ -
Pablo Mejia
Recruiter at Universal Wealth
Lakewood, CA, US33 -
Reed Austin
Director at Universal Wealth
Scottsdale, AZ, US25+ -
Steven P.
License Financial Professional and Agency Owner at Universal Wealth
Los Angeles, CA, US -
2
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Shane Burns
Chief Growth Officer at Universal Wealth
Altoona, PA, US1 -
Steve Kent
Financial Professional at Universal Wealth
New York, United States23 -
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