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About Us

United Asset Strategies, Inc. is a fee-based  investment advisory firm, founded in 1992. We work hard to make your assets grow, even harder to preserve them. We advance active investment management to another level with our disciplined sell and buy strategies: always putting our clients first.

In addition to gaining notoriety by being quoted in Forbes, The Wall Street Journal, Financial Times, and Investment News, United Asset’s greatest asset is our employee team which consists of twenty dedicated professionals eager to serve our clientele while adhering to our firm’s mission: to be a steward to our clients and each other.

To learn more information about United Asset Strategies, Inc., please visit