Unity Wealth Strategies

Unity Wealth Strategies

Unity Wealth Strategies was founded in 2020 and operates from Colorado Springs as a registered investment advisor. The firm constructs portfolios and delivers planning services for high-net-worth individuals, charitable entities, and corporate clients — a model where the proprietor acts as fiduciary across the household balance sheet. The firm manages client assets through a mix of individual securities, mutual funds, and exchange-traded funds, covering equity, fixed income, and cash management mandates. The advisory practice extends into retirement planning and charitable giving strategies, though specific portfolio holdings or named separate-account managers are not publicly documented. The client base appears concentrated in the Colorado Front Range region. Professional headcount is undisclosed; small independent RIAs in secondary markets often operate with a lead advisor supported by one or two client-service staff. Unity Wealth Strategies has not announced external capital raises, platform partnerships, or acquisitions that might signal a near-term scaling strategy. No adjacent philanthropic or operating vehicles have been publicly identified as of mid-2026. The firm's structural posture is that of a fiduciary RIA — distinct from the broker-dealer or bank-trust models that confuse advice with product distribution. Without publicly tallied AUM or a named principal roster, the differentiator rests on independence and the assumption of a flat organizational structure where the owner-operator makes allocation calls directly.