logo
In the right area, tell Kimmy what kind of section you want to add, like "I'd like to add a product introduction here."

Our Journey to Financial Excellence

Discover how Universt has grown to become a leader in wealth management and financial planning, committed to guiding you towards financial success.

In the right area, tell Kimmy what kind of section you want to add, like "I'd like to add a product introduction here."
In the right area, tell Kimmy what kind of section you want to add, like "I'd like to add a product introduction here."

Our Legacy

Strategic Growth

Universt has consistently delivered exceptional financial solutions, adapting to market changes and client needs with agility and insight.

projectScreenshot
From humble beginnings to industry leadership, Universt's history is marked by innovation, dedication, and a relentless pursuit of excellence. Our milestones reflect our commitment to empowering clients through strategic financial planning.
  • Innovative Strategies
    Pioneering new paths in investment and wealth management, ensuring your assets grow securely.
  • Secure Solutions
    Implementing robust security measures to protect your financial interests at every step.
  • Client-Centric Approach
    Focusing on personalized service to meet the unique financial goals of each client.

Your Financial Partner

At Universt, we believe in building lasting relationships with our clients, offering tailored financial solutions without the need for complex setups.

In the right area, tell Kimmy what kind of section you want to add, like "I'd like to add a product introduction here."
In the right area, tell Kimmy what kind of section you want to add, like "I'd like to add a product introduction here."

Our Leadership

Meet the visionary leaders driving Universt's success, dedicated to delivering unparalleled financial expertise.

Albert Flores

Albert Flores

Chief Executive Officer

Theresa Webb

Theresa Webb

Chief Financial Officer

Savannah Nguyen

Savannah Nguyen

Chief Investment Officer

Daniel Murphy

Daniel Murphy

Chief Strategy Officer

Darrell Steward

Darrell Steward

Director of Wealth Management

In the right area, tell Kimmy what kind of section you want to add, like "I'd like to add a product introduction here."
In the right area, tell Kimmy what kind of section you want to add, like "I'd like to add a product introduction here."

Our Core Values

Universt is driven by a commitment to integrity, innovation, and excellence, ensuring we provide the best financial solutions for our clients.

Integrity

Upholding the highest standards of honesty and transparency in all our dealings.

100%

Innovation

Continuously seeking new ways to enhance our services and deliver value.

95%

Client Focus

Prioritizing client needs and delivering personalized financial strategies.

98%

Excellence

Striving for perfection in every aspect of our service.

97%

Collaboration

Working together to achieve the best outcomes for our clients.

92%

Sustainability

Focusing on long-term growth and sustainable investment practices.

90%
In the right area, tell Kimmy what kind of section you want to add, like "I'd like to add a product introduction here."
In the right area, tell Kimmy what kind of section you want to add, like "I'd like to add a product introduction here."
https://cdn.a1.art/assets/images/app_1811317900177637378/1811317900181831681/f7ae2465-632d-4acd-9746-9bc626ed44d2.jpeg?oldPrompt=The image should depict a metaphorical representation of success and achievement in the financial industry, aligning with the themes of journey, leadership, and commitment to excellence. Key elements might include abstract symbols of growth such as upward-trending graphs or a skyline featuring modern architecture that symbolizes prosperity. The scene should evoke a sense of achievement and recognition, reflecting the company's impact and accomplishments in wealth management. Ensure the imagery conveys a sense of professionalism and elegance to resonate with Universt's brand identity.

Our Achievements

Commitment to Excellence

Universt's dedication to client success has been recognized globally, reflecting our unwavering commitment to excellence and innovation in financial management.

Assets Managed
$50 Billion+
Clients Served
10,000+
Industry Awards
200+
Years of Excellence
20+
In the right area, tell Kimmy what kind of section you want to add, like "I'd like to add a product introduction here."
In the right area, tell Kimmy what kind of section you want to add, like "I'd like to add a product introduction here."

Our Commitment

Community Engagement

Universt actively participates in community initiatives, contributing to financial literacy and empowerment.

Educational Workshops
Hosting events to enhance financial knowledge and literacy.
Partnerships
Collaborating with local organizations to support community growth.
Sustainability Efforts
Promoting sustainable investment practices within the community.
Volunteer Programs
Encouraging employee involvement in community service.
In the right area, tell Kimmy what kind of section you want to add, like "I'd like to add a product introduction here."
In the right area, tell Kimmy what kind of section you want to add, like "I'd like to add a product introduction here."

Join Our Team

Universt is seeking talented individuals to join our team. Explore exciting career opportunities and contribute to our mission of financial excellence.

In the right area, tell Kimmy what kind of section you want to add, like "I'd like to add a product introduction here."
In the right area, tell Kimmy what kind of section you want to add, like "I'd like to add a product introduction here."
wegic-badge Made in Wegic