It's not just a strategy. It's personal.
The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same, cookie-cutter financial strategy.
It's not just a strategy. It's personal.
The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same, cookie-cutter financial strategy.
Bull and Bear Go To Market
Bull and Bear Go To Market
Our Services
We are United Wealth Group, an independent financial firm in Princeton, NJ. We have more than 80 years of combined experience creating personalized retirement strategies for individuals, families, and Professionals. As an independent firm, we are not tied to proprietary products, nor are we limited to in the services we offer. Instead, we offer you the highest quality education on the choices available to you. We focus on building you the right strategy, meeting your risk tolerance and time horizon.

Estate Planning
Create sophisticated wealth transfer strategies that allow you to maintain your current lifestyle while providing for your loved ones and giving to the community.

Investment Planning
Partner with you to create a tax efficient and goal-oriented investment strategy. Helping you hedge against market volatility.

Retirement Planning
Implement plans that provide guaranteed income in retirement and continue your current lifestyle.

Tax
Planning
Design plans to maximize tax favored accumulation with asset allocation (risk) and diversification.

Business Planning
Create an exit strategy and maximize the value of your business. Review retention and bonus plans.
Leadership
Asghar A Kazim, CLU®, ChFC®, CFP®
Principal & Founder
(732) 355-1051
Asghar is the Principal and Co-founder of United Wealth Group LLC, a wealth management firm in Princeton, NJ. For over 20 years, Asghar has carried a passion for helping people realize their financial potential and optimize their...
Nadeem M. Saleem
Principal & Co-Founder
(732) 355-1051
Nadeem “Nick” Saleem has been in the Financial Services Business since 1997 and has been committed to professionalism. He continues to help his clients with some of the most innovative strategies. Nick specializes his...
Featured Articles
Helpful content
Curated articles, videos, and more for a financially savvier you.

Now is prime time to save

The Facts About Income Tax
