United Asset’s DeLorenzo On The ‘Supermarket’ Approach To Wealth Planning

Lee DeLorenzo, President, United Asset Strategies met with Julie Cooling, Founder & CEO, RIA Channel to discuss the her firm’s “supermarket approach” to comprehensive wealth planning.

After fifteen years in the brokerage industry, DeLorenzo founded United Asset Strategies in 1992. Presently, the Long Island based RIA manages over $930 million in assets.┬áThe firm offers holistic comprehensive wealth planning, “but we also take the supermarket approach,” DeLorenzo explains on giving clients the ability to pick and choose from planning and money management services.

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