Sophisticated wealth management to serve your individual needs

The complexities of the financial world require sophisticated wealth management and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When it comes to managing your wealth, our team can help guide you through today’s challenging financial landscape with professional skill and can do so with comprehensive plans that are designed to align with your specific investment requirements. Our client-focused approach makes the difference between chasing returns versus a personalized wealth management experience tailored to you.

Unique solutions for business owners and entrepreneurs.
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Helping you manage your financial success
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A pragmatic approach to wealth management
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Nurturing wealth so you can live a longer, better life.
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Understanding the challenges women face and how to help.
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You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

Robb K. Farr bio headshot

Robb K.

Farr Co-Founder, Uinta Wealth Management Financial Advisor, RJFS
Brad A. Wittusen bio headshot

Brad A.

Wittusen, CFA® Senior Vice President, Uinta Wealth Management Financial Advisor, RJFS
Jeffrey G. Smith bio headshot

Jeffrey

Smith Senior Vice President, Uinta Wealth Management Financial Advisor, RJFS
Jana Berry bio headshot

Jana

Berry Office Manager, Uinta Wealth Management Registered Client Services Associate, RJFS
Kristin R. Craddock bio headshot

Kristin

Craddock Client Service Associate
Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act.
Pablo Picasso
Always here for you

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Unita Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

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