Financial Services
We specialize in creating a robust, full service financial services platform. This allows for a cross-selling ecosystem through strategic acquisitions and partnerships with customer-focused businesses. Our unique products and services will include investment banking, wholesale distribution, mergers and acquisitions, investment management focused on alternative growth and income strategies as well as estate and tax insurance services.
UWC Distribution
Our full-service wholesale distribution team, with expertise in alternative investments, investment management, capital markets, and insurance services, provides wholesale financial products to independent broker-dealers, registered investment advisors, wealth managers, family offices, institutions, and ultra-high-net-worth investors.
UWC Insurance
UWCPEG partners with ECA Marketing, a national leader in annuity and life insurance marketing since 1985. With over $25 billion in premiums generated since 2006, ECA operates nationwide and is a top Independent Marketing Organization. Together, we deliver innovative solutions and exceptional service to clients across the U.S.
UWC Securities
We provide full-service managing broker-dealer services and a comprehensive investment banking platform, along with unique private equity, private debt, venture, early-stage, traditional and sustainable energy, and full-spectrum real estate offerings. Our focus is on High-Net-Worth clients, offering personalized financial solutions.