Triad Financial Services

At Ullmann Wealth Partners, we have thought long and hard both about the planning process and wealth management. We have created a customized, comprehensive and systematic process to identify a client’s strengths, concerns, and opportunities for the future, and then build an investment plan to follow going forward. We focus on tax mitigation and increasing cash flow throughout the process to preserve and enhance the wealth you have created.

An organization is only as strong as its roots. For six generations, our families’ Florida roots have guided our approach to life and community service. As a financial partner to hundreds of families and organizations for more than 25 years, we understand what is most important to you.

Disciplined Equity Management (DEM) is a trusted investment firm based in Neptune Beach, FL, known for its time-tested strategies and disciplined approach to building success. With a focus on portfolio engineering and fiduciary responsibility, DEM offers a range of investment solutions, including their Alliance Program for investment professionals and DFA Mutual Fund Portfolios, applying the best of academic research to the practical world of investing. With a commitment to investing fundamentals, diversification, and financial independence, DEM's team of experts utilizes regression analysis and a four-pillar approach to help clients navigate bear markets and achieve long-term growth. Through their research resources and case studies, DEM aims to build trust in their expertise and provide valuable insights for those looking to learn more about investing and options.Generated from the website