Ulin & Co. Wealth Management Email Format

Investment ManagementFlorida, United States2-10 Employees

Ulin & Co. Wealth Management is an independent fiduciary investment management firm based in Boca Raton, Florida, serving clients since 2002. The firm offers high-touch wealth management and personalized financial planning aimed at aligning clients’ assets with life goals, family values, and long-term success. It supports founders, executives, affluent families, and retirees through a Private Client Group that provides multi-family office services and bespoke strategies via a partnership with NewEdge Advisors, part of NewEdge Capital Group.
The company operates within the investment management industry and collaborates with custodians Charles Schwab and Fidelity to provide institutional access with concierge-level care. Its services span investment management, retirement income strategies, tax optimization, asset protection, and estate and legacy planning, targeting individuals and families seeking comprehensive, tailored financial guidance. The organization is headquartered in Boca Raton, Florida, with a national reach through its independent fiduciary model.

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