Unique Wealth

Each year, our CEO Curtis Parry, Jr. and his father host the Parry Players Championship golf outing. This weekend they had their largest turnout with 48 participants. It was a mix of friends, fathers, and sons spending quality time together through golf, competition, and camaraderie. It began as a way for Curtis and his father to spend quality time together through their love of the game. As it grew, it also became a way to honor Curtis's brother, who bravely served in Afghanistan and whose bronzed combat boot serves as the winner's trophy. #family #friends #fathers #sons #wealthmanagement #financialadvisor #financialplanning #generations

It has been a blast having our summer interns, Jude Parry and Mady Mosher bring their youth, energy, and curiosity to the team. They provided tremendous value and enhanced our overall culture. It was a great opportunity for them to experience what makes us UNIQUE, as they prepare to be the next generation at Unique Wealth and serve our clients' children one day. #summerinterns #internship #family #nextgen #wealthmanagement #financialadvisor #financialplanning #unique #investments #retirement #businesowners

Your days of working may be over, but now your job is to enjoy life. We can help you turn your retirement nest egg into a steady income stream, so you can live each day in the moment and for the moment without worry. #wealthmanagement #financialadvisor #financialplanning #retirement #retirementplanning #RMDs

Showing off his Tampa Bay Rays pride, our CEO Curtis Parry Jr., CFP, CLU, ChFC, CASL, RICP, WMCP and Senior Private Wealth Advisor Jeff Sievers, CFP®, CLU®, CHFC®, CASL® returned to the outdoors to tackle Mount Harvard in Colorado. Named after Harvard University, it is the third-highest summit of the Rocky Mountains and of the Collegiate Peaks. The trip was inspired by Bart Foster and BusinessOutside, as they motivate professionals to get outside, both literally and figuratively, in order to push toward achievement and greatness. #motivation #getoutdoors #hiking #mountains #personaldevelopment #mindfulness #nature #teambuilding #family #wealthmanagement #financialadvisor #financialplanning #tampabayrays #tampabaybuccaneers #tampabayrowdies #tampabaylightning

From the top 10 companies making up 35% of the S&P 500, to election year market performance, to talks of rate cuts, here is our Q3 market outlook. #2024market #stockmarket #investments #S&P500 #wealthmanagement #financialadvsior #financialplanning

Who you entrust to manage your wealth is a major decision. It should be a long-lasting partnership, which means you should do your due diligence. Here are seven tips to help guide your decision-making process, in order to find the best match for you, your wealth and your future: https://lnkd.in/eK7AVDMu #wealthmanagement #financialadvisor #financialplanner #investments #retirement #estateplanning #taxplanning #crypto #insurance

These are the moments we cherish. Our Senior Private Wealth Planner, Jessica Thayer, CFP®, CHFC®, CLU®, RICP®, WMCP®, CASL®, hit the course with her dad, Rick, and family to celebrate her husband's birthday. We love the hat, Rick! Family is what makes us unique. #family #memories #wealthmanagement #financialadvisor #financialplanning #wealthplanner #privatewealth

As we gather with family and friends to commemorate this day, let us reflect on the freedoms we enjoy and the responsibilities they entail. Let us honor the legacy of those who fought for our independence by continuing to uphold the principles of liberty, justice, and economic opportunity for all. Happy 4th of July! #IndependenceDay #4thofJuly #freedom #veterans #capitalism #smallbusiness #entrepreneurs #AmericanDream #family

Read why Mike Talbot, CHFC®, CLU®, AEP®, CEPA® went from musician to construction worker to private wealth planner, and why he is passionate about helping people make informed financial decisions: https://bit.ly/4bhg8EU #wealthmanagement #privatewealth #financialadvisor #financialplanning #ourwhy #passion #investments

We consistently focus on ways to improve and better each other. We welcome innovation and unconventional thinking as it relates to long-term planning. We accept change readily and are always seeking new opportunities for our clients. Learn more about what makes us unique: https://bit.ly/4bNPJQw #wealthmanagement #financialplanning #financialadvise #financialadvisor #forwardthinking #innovation #investmenttechnology