Generated by All in One SEO v5.0.0.1, this is an llms.txt file, used by LLMs to index the site.

# Unique Wealth

Experienced wealth advisors dedicated to helping our clients achieve the peace of mind they desire

## Sitemaps

- [XML Sitemap](https://uniquewealth.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [News & Insights](https://uniquewealth.com/?page_id=10) - Private: News & Insights from Unique Wealth
- [Inflation Doesn't Retire. Your Financial Plan Shouldn't Either.](https://uniquewealth.com/inflation-doesnt-retire-your-financial-plan-shouldnt-either/) - Many people spend years carefully planning for retirement, but one factor often receives less attention than it deserves: inflation. While annual price increases may seem modest, their cumulative impact over a retirement that lasts 25 to 35 years can be substantial. Retirees often notice inflation in the expenses they encounter most frequently. A trip to
- [Trump Accounts: Not Just for Newborns. Build a Financial Foundation for Kids Under 18 Years Old](https://uniquewealth.com/trump-accounts-not-just-for-newborns-build-a-financial-foundation-for-kids-18-years-old-younger/) - Trish’s Aunt Deb and Uncle Tom came in from Arizona recently, spending a full week under our roof. We had a blast. Sitting around our kitchen table, they watched the everyday rhythm of our house—the banter, the noise, and the way we deal with our kids. Before packing their bags, they handed us a compliment
- [The Three Legs of a Successful Business Exit](https://uniquewealth.com/the-three-legs-of-a-successful-business-exit/) - Did you know that the success of your retirement as a business owner rests on a stool with only three legs? Just as a three-legged stool cannot stand if one leg is missing, a successful transition from your business depends on three equally important areas of planning. Most owners spend years building profitable companies, yet
- [A Historic Week for Crypto](https://uniquewealth.com/a-historic-week-for-crypto/) - Last week, the U.S. House of Representatives voted to pass the GENIUS Act, a landmark bill establishing the first federal regulatory framework for stablecoins. Having already cleared the Senate in June, the bill has been signed into law by President Trump, becoming the first major crypto legislation signed into law in the United States. Alongside
- [The Real Cost of Not Having an Estate Plan](https://uniquewealth.com/the-real-cost-of-not-having-an-estate-plan/) - When it comes to building wealth, a significant portion can be centered around accumulating and cultivating assets. But as your portfolio of assets grow, so does your risk. This is why estate planning is so critical. We have seen many fail to put the proper safeguards in place to protect their assets, and the future
- [Market Update 3.11.25](https://uniquewealth.com/market-update-3-11-25/) - The Volatility Will Continue Until Morale Improves The "American Exceptionalism" trade had become extremely crowded, fueled by years of U.S. equity outperformance and reinforced by institutional cash levels hitting 20-year lows. When everyone is leaning the same way, the unwinding isn’t just painful—it’s swift and unforgiving. Year to date as of March 10th, the NASDAQ
- [What Entrepreneurs Should Know About Tax Planning During the Succession of Their Business](https://uniquewealth.com/what-entrepreneurs-should-know-about-tax-planning-during-the-succession-of-their-business/) - Proper tax planning can make the biggest difference when transitioning or selling a business. If you’re a business owner, this is a must-read. If you know someone who owns a business, this is a must-share. That’s because for entrepreneurs and executives, building a successful business is often a lifelong endeavor. However, making sure the fruits
- [Federal Disaster Tax Relief Act of 2023: Key Benefits for Florida Residents Impacted by Hurricanes Helene and Milton](https://uniquewealth.com/federal-disaster-tax-relief-act-of-2023-key-benefits-for-florida-residents-impacted-by-hurricanes-helene-and-milton/) - – by Curtis H. Parry Jr. CFP®, CHFC®, CLU®, RICP®, WMCP®, CASL®Founder & CEO In a significant move to provide financial relief to those affected by natural disasters, the Federal Disaster Tax Relief Act of 2023 was recently signed into law. For Florida residents who faced the devastating impacts of Hurricane Helene and Hurricane Milton,
- [Wealth Transfer Strategies: Creating Tax Efficiencies in High-New-Worth Families](https://uniquewealth.com/wealth-transfer-strategies-creating-tax-efficiencies-in-high-new-worth-families/) - For high-net-worth families, wealth transfer is more than just an estate planning exercise—it’s a critical financial strategy that can shape generational prosperity. Without proper planning, a significant portion of your assets could be lost to estate taxes, gift taxes, and capital gains taxes. Fortunately, with strategic tax-efficient planning, you can minimize these liabilities and ensure
- [The Art of Charitable Giving: How Philanthropy Can Optimize Your Tax Strategy](https://uniquewealth.com/the-art-of-charitable-giving-how-philanthropy-can-optimize-your-tax-strategy/) - Philanthropy is a cornerstone of wealth stewardship for high-net-worth individuals. It provides an opportunity to give back to society, make an impact on causes that matter, and, when approached strategically, optimize your tax situation. With proper planning, charitable giving can help you reduce tax liabilities while leaving a meaningful legacy. Here are some advanced strategies
- [Year-End Wrap-Up and Budgeting for 2025:                A Financial Guide for Success](https://uniquewealth.com/year-end-wrap-up-and-budgeting-for-2025-a-financial-guide-for-success/) - – by Curtis H. Parry Jr. CFP®, CHFC®, CLU®, RICP®, WMCP®, CASL®Founder & CEO The year 2025 is starting to peek over the horizon like sunrise beams over the ocean plane. With that said, this time of year I get asked a lot about “what kind of tools or apps are best for budgeting?”. My
- [Thinking of selling or transitioning your business? Start preparing with this readiness checklist.](https://uniquewealth.com/thinking-of-selling-or-transitioning-your-business-start-preparing-with-this-readiness-checklist/) - We’ve put the major steps in one place for you with this readiness checklist to help you prepare for the sale or transition of your business.
- [A Quick Guide to Inheriting Wealth](https://uniquewealth.com/a-quick-guide-to-inheriting-wealth/) - Inheriting wealth can be both a blessing and a challenge. With the right guidance, advisement, and approach, you can avoid some of the pitfalls...
- [Helpful Tips & Questions to Maximize Benefits During Open Enrollment](https://uniquewealth.com/helpful-tips-questions-to-maximize-benefits-during-open-enrollment/) - Open enrollment is a critical time for employees to review and make decisions about their workplace benefits. Here is a list of items employees should consider:
- [5 Keys to Protecting Your Wealth as a Business Owner](https://uniquewealth.com/5-keys-to-protecting-your-wealth-as-a-business-owner/) - As a business owner, are you carving out enough time for your end goal & how to navigate getting there? Here are five keys to protecting your wealth.
- [7 Tips for Choosing a Financial Advisor](https://uniquewealth.com/7-tips-for-choosing-a-financial-advisor/) - – by Curtis H. Parry Jr. CFP®, CHFC®, CLU®, RICP®, WMCP®, CASL®Founder & CEO The decision to partner with a wealth manager is an important one. After all, you worked hard to build your wealth. You need someone who will help you manage, maintain and grow your assets. But what should you look for when
- [Building a Legacy: Teaching Your College-Aged Children About Wealth Management](https://uniquewealth.com/building-a-legacy-teaching-your-college-aged-children-about-wealth-management/) - – by Jeff Sievers CFP®, CLU®, CHFC®, CASL®Senior Private Wealth Advisor What has been dubbed "The Great Wealth Transfer," generational wealth has become increasingly relevant these days. While it may seem like a distant concern for your college-aged student, it may keep you up at night, as you plan for future circumstances. That is why
- [Charitable Giving Tips: How your generosity can have strategic financial benefits.](https://uniquewealth.com/charitable-giving-tips-how-your-generosity-can-have-strategic-financial-benefits/) - - by Curtis H. Parry Jr. CFP®, CHFC®, CLU®, RICP®, WMCP®, CASL®Founder & CEO Charitable giving is not only a generous way to support causes you care about, but it can also have strategic financial benefits. Here are some ways to take advantage of charitable giving before the end of the year: Donor-Advised Funds (DAFs):

## Pages

- [Home](https://uniquewealth.com/) - Unique Wealth can build the right plan for the next stage of your journey. We’re experienced wealth advisors dedicated to helping our clients achieve the peace of mind they desire.
- [Your Team](https://uniquewealth.com/your-team/) - We’re based in Tampa Bay, where our 15-person team includes 7 Certified Financial Planners™ with 30+ industry designations. We’re very proud of this level of expertise we can offer our clients, yet what matters most is the level of care that we give them. Designation Disclosures
- [Your Experience](https://uniquewealth.com/your-experience/) - When we first meet with you, we lean in to carefully listen to your story. How you’ve gotten where you are is just as important as where you want to go. We understand that dreams and goals are rooted in values, choices, even memories. As your advisor, we’ll take our conversations and use them to
- [Values](https://uniquewealth.com/your-team/values/) - At Unique Wealth, the values that unite our team and drive our firm reveal our commitment to helping our clients pursue their objectives.
- [Our Story](https://uniquewealth.com/our-story/) - We are an independently registered investment advisory firm working with successful households and business owners who yearn for a trusted partner to guide them.
- [Privacy Policy](https://uniquewealth.com/privacy-policy/) - PRIVACY POLICY NOTICE Unique Wealth, LLC Unique Wealth, LLC has adopted this privacy policy with recognition that protecting the privacy and security of the personal information we obtain about our customers is an important responsibility. We also know that you expect us to service you in an accurate and efficient manner. To do so, we
- [Getting Together](https://uniquewealth.com/getting-together/) - Whether it’s by phone or email or in-person, we look forward to hearing from you. There isn’t a question you may have that we won’t be interested in talking with you about.
- [Your Business](https://uniquewealth.com/your-business/) - As a successful business owner, you have a passion that goes to work every day. Time is one of your most treasured assets. You may find it challenging to balance your business demands with your personal dreams.
- [Disclaimer](https://uniquewealth.com/disclaimer/) - Unique Wealth, LLC (“Unique Wealth”) is a Registered Investment Advisor (“RIA”) with the U.S. Securities and Exchange Commission (“SEC”). Unique Wealth provides investment advisory and related services to clients. Unique Wealth will notice file and/or register in such jurisdictions as required by the SEC or various state regulators. SEC registration does not constitute an endorsement
- [People](https://uniquewealth.com/your-team/people/) - Based in Tampa, our highly experienced team has earned many relevant industry certifications, but none are as important as the appreciation we earn every day by caring so much for our clients.
- [Community](https://uniquewealth.com/your-team/community/) - Our team loves to give back to our community. Click on the logos below to learn more about each organization we’re proud to support either financially or with our time.

## Staff

- [Jude Parry](https://uniquewealth.com/our-people/jude-parry/) - Jude Parry is entering his senior year at the University of Florida, where his studies in business are focused on wealth management and entrepreneurship. With a growing passion for the industry, Jude is gaining hands-on experience at Unique Wealth while continuing to learn how thoughtful financial guidance can make a meaningful impact in people’s lives.
- [Shannon McCabe](https://uniquewealth.com/our-people/shannon-mccabe/) - Shannon McCabe brings enthusiasm, dedication, and a genuine passion for helping individuals achieve their goals. She earned dual bachelor’s degrees in Finance and Financial Planning from the University of North Florida and began her career as a Financial Services Representative, where she obtained her Series 7 and Series 66 licenses while supporting clients with their
- [Benjamin Wasson, CFP®, MBA](https://uniquewealth.com/our-people/benjamin-wasson/) - From an early age, Benjamin learned the importance of saving and investing for the future. As a result, he developed a passion for helping others understand the value of financial planning and preparing for what lies ahead. Whether an individual is just starting out, in the midst of their career, approaching retirement, or already retired,
- [Connor Wasson, MBA](https://uniquewealth.com/our-people/connor-wasson/) - Fresh off the plane from Pittsburgh, Pennsylvania, Connor brings with him six years of client-facing experience, offering strategic solutions to help drive financial success. He also holds both a Master of Business Administration and a Bachelor Degree of Science in Finance from the University of Tampa. As an official Florida resident now, Connor is eager
- [Megan Ring](https://uniquewealth.com/our-people/megan-ring/) - Megan was born and raised in Maine and relocated to Florida in 2018, where she began her career in the insurance industry. With a strong foundation in sales, operations, and customer service, she brings a well-rounded approach to supporting both clients and advisors. She holds a B.A. in Psychology and has a passion for creating
- [Nick Kuszlyk](https://uniquewealth.com/our-people/nick-kuszlyk/) - Originally from Rochester, New York, Nick learned early on the value of discipline, dedication, and a strong work ethic from his parents. Growing up playing football and hockey, he developed a deep appreciation for teamwork, leadership, and accountability, principles that continue to guide his professional life today. Nick moved to Florida to attend the University
- [Sam Rice](https://uniquewealth.com/our-people/sam-rice/) - A Florida native who grew up in Pensacola, Sam watched both of his parents serve as physicians in the military, and their commitment to genuinely helping people left a lasting impression on him. When he discovered his own passion for economics at the University of Virginia, where he earned his degree in the subject, the
- [Jessica Thayer CFP®, ChFC®, CLU®, RICP®, WMCP®, CASL®](https://uniquewealth.com/our-people/jessica-holbin-cfp-chfc-clu-ricp-wmcp/) - With over 15 years of experience in financial planning, Jessica is dedicated to helping individuals and families achieve their financial goals with personalized care and expertise. She earned her bachelor's degree from The Master’s College in Santa Clarita, California, in 2001, and became a CERTIFIED FINANCIAL PLANNERTM Professional in 2014, solidifying her commitment to excellence
- [John Mosher CFP®, ChFC®, CLU®, AEP®, CEPA®](https://uniquewealth.com/our-people/john-mosher-cfp-clu-chfc-aep/) - John and his wife Leann have known each other since they were ten years old. They have built their lives in this area and proud parents of Mady and Jack, who both attend Samford University in Birmingham, Alabama. They love visiting the Samford campus and cheering on Jack as he plays Division I football for
- [Kyle Waterbury, CBDA](https://uniquewealth.com/our-people/kyle-waterbury/) - Kyle is a Tampa Bay native and a passionate financial planner. A graduate of the University of Florida, Kyle combines his academic foundation with a deep-rooted love for his community to help families and individuals achieve their financial goals. When Kyle isn’t working, he enjoys spending time with his wife, Paige, and their three young
- [Mike Talbot ChFC®, CLU®, AEP®, CEPA®](https://uniquewealth.com/our-people/mike-talbot/) - Mike and his wife Devon left the California desert in 2012 for the sunny beaches of St Petersburg, Florida where they live with their young son Sidney and their dog Ghost. Mike enjoys spending quality time with his family, playing drums, and watching old science fiction movies. Office: 813-816-2032 Email: mike.talbot@uniquewealth.com
- [Curtis H. Parry Jr. CFP®, CLU®, ChFC®, RICP®, WMCP®, CASL®](https://uniquewealth.com/our-people/curtis-h-parry-jr-cfp-clu-chfc-ricp-wmcp-casl/) - What makes Curtis Unique is although most clients know him in a suit, you would never see him like that in his natural habitat. You can find him most often very casually dressed, most likely not wearing shoes, in the water, exploring, and enjoying Florida. He loves to travel with his wife, Trish, and their
- [Jeff Sievers CFP®, CLU®, ChFC®, CASL®](https://uniquewealth.com/our-people/jeff-sievers-clu-chfc-casl/) - A transplant from Iowa to Florida, Jeff has embraced Unique Wealth and the Sunshine state. Starting his wealth management career in 1998, Jeff has vast experience and specializes in working with high-net-worth individuals and families to navigate complex financial decisions, from retirement planning, risk management and investment strategy. Jeff earned a Bachelor’s degree from the
- [Travis Gingras CFP®, ChFC®, CLU®, RICP, MBA](https://uniquewealth.com/our-people/travis-gingras-cfp-chfc-clu-ricp/) - Travis has over 15 years of experience in financial services, providing comprehensive wealth management and financial planning solutions. Born and raised in Vermont, Travis has a deep appreciation for building strong, community-focused relationships. Since beginning his career in 2007, he has helped individuals, families, and businesses achieve their financial goals with tailored strategies. Travis is
- [Tim Bartlett CFP®, ChFC®, RICP®, CBDA](https://uniquewealth.com/our-people/tim-bartlett-cfp-chfc-ricp/) - Tim Bartlett is a dedicated professional known for his innovative approach and commitment to excellence in Investment Portfolio Management. He has worked at top Wall Street firms like BlackRock and Raymond James, learning from the best in the business. Tim has cultivated a reputation for being a problem-solver and a team player. His passion for

## Categories

- [Uncategorized](https://uniquewealth.com/category/uncategorized/)
- [Insights](https://uniquewealth.com/category/uncategorized/insights/)
- [Insights](https://uniquewealth.com/category/insights-2/)

## Tags

- [wealth management](https://uniquewealth.com/tag/wealth-management/)
- [retirement](https://uniquewealth.com/tag/retirement/)
- [insights](https://uniquewealth.com/tag/insights/)
- [tips](https://uniquewealth.com/tag/tips/)
- [business owner](https://uniquewealth.com/tag/business-owner/)
- [small business](https://uniquewealth.com/tag/small-business/)
- [selling your business](https://uniquewealth.com/tag/selling-your-business/)
- [exit strategy](https://uniquewealth.com/tag/exit-strategy/)
- [transitions](https://uniquewealth.com/tag/transitions/)
- [inheritance](https://uniquewealth.com/tag/inheritance/)
- [inheriting wealth](https://uniquewealth.com/tag/inheriting-wealth/)
- [open enrollment](https://uniquewealth.com/tag/open-enrollment/)
- [benefits](https://uniquewealth.com/tag/benefits/)
- [employee benefits](https://uniquewealth.com/tag/employee-benefits/)
- [health insurance](https://uniquewealth.com/tag/health-insurance/)
- [life insurance](https://uniquewealth.com/tag/life-insurance/)
- [FSA](https://uniquewealth.com/tag/fsa/)
- [generational wealth](https://uniquewealth.com/tag/generational-wealth/)
- [college kids](https://uniquewealth.com/tag/college-kids/)
- [college students](https://uniquewealth.com/tag/college-students/)
- [wealth transfer](https://uniquewealth.com/tag/wealth-transfer/)
- [The Great Wealth Transfer](https://uniquewealth.com/tag/the-great-wealth-transfer/)
- [financial advisor](https://uniquewealth.com/tag/financial-advisor/)
- [tricks](https://uniquewealth.com/tag/tricks/)
- [financial planner](https://uniquewealth.com/tag/financial-planner/)
- [tax strategy](https://uniquewealth.com/tag/tax-strategy/)
- [taxes](https://uniquewealth.com/tag/taxes/)
- [gifting](https://uniquewealth.com/tag/gifting/)
- [charitable donation](https://uniquewealth.com/tag/charitable-donation/)
- [donations](https://uniquewealth.com/tag/donations/)
- [RMDs](https://uniquewealth.com/tag/rmds/)