Take Control of Your Retirement And Retire on Your Terms
Stop letting Wall Street dictate your future. With a Self-Directed IRA or Solo 401(k), you decide where your money goes — real estate, private equity, crypto, tax liens, and more. Unified Wealth makes it simple.
No cost. No obligation. Just a smarter path to retirement.
Most Investors Are Trapped
Most investors are trapped in traditional retirement accounts:
High Fees
High fees that quietly drain your nest egg year after year.
Market Crashes
Market crashes that can wipe out decades of savings overnight.
High fees that quietly drain your nest egg year after year.
Most Investors Are Trapped
Most investors are trapped in traditional retirement accounts:
High Fees
High fees that quietly drain your nest egg year after year.
Market Crashes
Market crashes that can wipe out decades of savings overnight.
High fees that quietly drain your nest egg year after year.
The Solution
With Unified Wealth, you get a Self-Directed Retirement Account — giving you the power to invest in what you know and believe in.
Imagine using your retirement dollars to invest in:
If the IRS allows it, your account can hold it.
The Solution
With Unified Wealth, you get a Self-Directed Retirement Account — giving you the power to invest in what you know and believe in.
Imagine using your retirement dollars to invest in:
If the IRS allows it, your account can hold it.
What You Get
When you open your Self-Directed Account through Unified Wealth, you receive:
You'll walk away with not just an account — but a complete retirement strategy built around control, growth, and protection.
What You Get
When you open your Self-Directed Account through Unified Wealth, you receive:
You'll walk away with not just an account — but a complete retirement strategy built around control, growth, and protection.
Why Unified Wealth
Over the last 2.5 years, Unified Wealth has:
3,500+
Clients Helped
Helped 3,500+ clients take control of their retirement
$100M+
Assets Transitioned
Transitioned over $100,000,000 into self-directed accounts.
Success Rate
Moved clients out of risky, fee-heavy Wall Street accounts — into real wealth they can control.
You're not just opening an account. You're joining a proven system with expert guidance at every step.
Why Unified Wealth
Over the last 2.5 years, Unified Wealth has:
1,000+
Clients Helped
Helped 1,000+ clients take control of their retiremen
$30M+
Assets Transitioned
Transitioned over $30,000,000 into self-directed accounts.
100%
Success Rate
Moved clients out of risky, fee-heavy Wall Street accounts — into real wealth they can control.
You're not just opening an account. You're joining a proven system with expert guidance at every step.
We Support Investors Throughout Their Journey
When you open your Self-Directed Account through Unified Wealth, you receive:
We Support Investors Throughout Their Journey
When you open your Self-Directed Account through Unified Wealth, you receive:
Freedom to Choose
Unlike traditional accounts, you can invest in real estate, private equity, crypto, metals, and dozens of other IRS-approved assets.
How It Works
Simple, straightforward, and secure
Book Your Free Wealth Consultation
We'll learn about your goals, your current accounts, and the fastest path to transition.
Get Your Account Setup — Fast
Our team handles the paperwork, rollover, and compliance so you don't have to.
Get Your Account Setup — Fast
Our team handles the paperwork, rollover, and compliance so you don't have to.
Start Investing With Confidence
With checkbook control, you choose where your retirement funds go — into assets you trust and understand.
Limited Spots Available
Wealth consultations are 100% free — but spots are limited.
Our specialists only take a handful of new clients each week to give you the personalized guidance you deserve.
Secure your spot today before they're gone.
Frequently Asked Questions
Everything you need to know about Self-Directed Retirement Accounts
How long does it take to set up?
Setting up your Self-Directed IRA or Solo 401(k) is quick and simple. Most clients are fully set up within 3–5 business days after their welcome call, with rollovers completed in 2–8 weeks, depending on the speed of your current custodian. Once funded, your account is active and ready to invest.
What can I invest my retirement money into?
With a Unified Wealth Self-Directed account, you can invest in almost anything the IRS allows — giving you full control over your retirement.
This includes:
• Real estate (single-family, multi-family, land, commercial)
• Tax liens & deeds
• Private lending, notes, and joint ventures
• Precious metals like gold, silver, platinum, and palladium
• Startups, private equity, hedge funds, oil & gas, cryptocurrency, and more.
If the IRS allows it, your account can hold it — period.
Is the account interest-bearing?
Your SDIRA or Solo 401(k) itself does not earn interest like a bank savings account. Instead, you control how your money grows by choosing the investments that generate returns — whether that’s rental income, interest from lending, appreciation in real estate, or profits from other alternative assets.
Can I borrow against my account?
With a Solo 401(k), yes — you can borrow up to 50% of your account balance (max $50,000) tax-free as a participant loan, and pay it back to yourself with interest.
However, IRA accounts cannot offer loans to yourself or “disqualified persons” — the IRS prohibits those transactions to protect the tax-advantaged status of your account.
Ready to Take Control?
Book your free wealth consultation today and discover how a Self-Directed Retirement
Account can transform your financial future.
Account can transform your financial future.
What You'll Get in Your Free Consultation:
- Personalized retirement strategy review
- Analysis of your current accounts and fees
- Custom roadmap for your Self-Directed Account
- Q&A session with our retirement experts
Schedule online at your convenience
Book your free wealth consultation today and discover how a Self-Directed Retirement Account can transform your financial future.
What You'll Get in Your Free Consultation:
- Personalized retirement strategy review
- Analysis of your current accounts and fees
- Custom roadmap for your Self-Directed Account
- Q&A session with our retirement experts
Schedule online at your convenience
Helping individuals take control of their retirement through Self-Directed IRAs and Solo 401(k)s.
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