Broker Check

8733 Lakewood Drive
Suite 210
Windsor, CA 95492



Rather than claim to be all things to all people, we prefer to work with a select few who require more personalized solutions and greater communication from their financial advisors. In today’s complex global economy winners become losers, safe havens can become risk exposures, and new opportunities can emerge in places where no one ever thought to look. The experience and skill needed to successfully manage your wealth demands a team of professionals with complementary abilities. You need a team who is focused on keeping your wealth plan in harmony with the fast changing financial landscape and your continually evolving life. For your benefit, we refuse to restrict ourselves to the expertise of any single organization, including our own. We are always seeking opportunity and are continually in search of strategies built on the best available thinking.

Our Team

On staff we have Financial Advisors, Licensed Insurance Professionals, and partner with a Licensed Real Estate and Mortgage Professional. Locally, we have a developed network of Estate, Tax, Insurance and other targeted Professionals to serve the diverse needs of our clientele, while our relationships with recognized experts and consultants in the field of finance, economics, investment and taxes provide us a diverse and complementary team of professionals to serve your evolving wealth management needs.

Our In-House Staff

The success of any organization can be traced to the quality and dedication of its people. We have a staff of talented professionals who excel at what they do and enjoy working together in a team environment with the single purpose of maintaining highly satisfied clients. 

Dan Ott is a financial planner and co-founder of Unified Wealth Advisors, aSonoma County, California based Wealth Management firm. His primary focus ison quarterbacking the growth, protection, management and distribution of wealthfor...

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Joe has over twenty years of experience in the financial services industry.He has been helping clients pursue their financial goals as an independentfinancial advisor since co-founding Asset Protection Strategies Group in2003. In 2016,...

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