United Wealth Management
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United Wealth Management in Charlottesville, VA is a fee-only, independent Registered Investment Advisor specializing in PRAP Management and Financial Life Planning for pilots at United Airlines. Founded by United pilots Alan Bewley and Dan Lohmar, the firm offers objective financial planning and money management services tailored to the unique needs of their fellow pilots.
With a focus on managing portfolios within the context of a comprehensive financial life plan, United Wealth Management prioritizes helping clients achieve their life goals and find meaning in their finances. The firm's investment philosophy emphasizes globally diversified portfolios using Dimensional Fund Advisors, providing personalized financial advice to guide clients towards a secure financial future.
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