Universal Capital Wealth Management is a boutique financial advisory firm based in Glendale, California, specializing in personalized wealth management solutions for high-net-worth individuals and families. Established in 1998, the firm offers a range of services including financial planning, portfolio management, tax strategies, retirement income planning, and estate transfer solutions .

Their approach emphasizes preserving wealth through tailored strategies that address each client’s unique financial goals and life circumstances. This includes implementing risk and tax management techniques, exploring Roth IRA conversions, and utilizing tools like the Legacy Advantage IRA to optimize wealth transfer .

Universal Capital also provides specialized planning for business owners, assisting with succession planning and tax-efficient exit strategies. Their services extend to educational seminars and workshops, aiming to empower clients with knowledge to make informed financial decisions .

Despite their focused clientele, the firm maintains a personalized advisor-to-client ratio, managing approximately $6.5 million in assets for 32 clients . Their commitment to individualized service is reflected in their comprehensive planning and dedication to helping clients achieve long-term financial security.