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Universal Wealth is lead by Andre L. Pennington, an Inc. 5000 CEO and Forbes Finance Council member, and one of the nations foremost leading Firms in financial planning, estate planning, asset protection, and tax strategies for high-net-worth clients. Universal Wealth is at the forefront of integrating financial planning, asset protection, estate planning, and tax strategies into a unified discipline. Universal Wealths innovative approach includes utilizing irrevocable trust to help clients eliminate capital gains tax on the sale of appreciated real estate and businesses. This enables clients to eliminate capital gains tax, preserving their wealth and allowing for strategic reinvestment. Additionally, Universal Wealth specializes in business tax strategies that leverage taxable income into exemptions and usable money for business growth, ensuring clients maximize their financial potential and operational expansion. Andres thought leadership and pioneering strategies have earned the him features in prestigious publications such as Forbes, Fortune, The Wall Street Journal, The New York Times, USA Today, and Super Lawyers Magazine.
Highlands Community Bank is a Covington, VA-based company in the Financial Services sector.
We are aware that some customers were inaccurately charged a paper statement fee, and apologize for the inconvenience or confusion that this may have caused. Please know that we immediately refunded the fee on the affected accounts, and we appreciate your patience while doing so.
Winfield Community Bank is a Winfield, IL-based company in the Financial Services sector.
Fortune Bank is a Arnold, MO-based company in the Financial Services sector.