Your Financial Future, Fully Empowered
Elevate Your Financial Future with Expert Wealth Management Consultation
Your Wealth, Your Way
Do you ever wonder…
Let’s turn your questions into clarity. Our solutions tackle these concerns head-on, giving you the tools to achieve financial freedom.
At Universal Wealth Management, we believe that every individual deserves access to sound financial advice, regardless of financial status. As a nationwide firm, we are dedicated to understanding your unique financial goals and providing personalized strategies to help you achieve them.
Build a portfolio you can be proud of.
Comprehensive Financial Planning
Retirement Reimagined
Turn dreams into reality with strategies designed to outlast your retirement.
Investments That Work for You
Build wealth without the stress. Our portfolios are as dynamic as today’s markets.
Tax Strategies That Save You
Your money deserves to stay with you. Let us help reduce your tax liabilities.
Meet your team
Transform Your Wealth. Secure Your Legacy.
Chad Mitton
Financial Advisor
Chad Mitton
Chad has worked in the investment advisory business for the last 15 years, providing cohesive financial planning for his clients. Chad has trained both new and experienced advisors throughout the West Valley.
Chad always seeks out the highest quality investments that will meet his client’s long-term goals in risk, performance, and flexibility while achieving the exceptional standards of customer service.
When he is not in the office, Chad can be found spending time with his five children and his wife, Adrianna. He is an avid mountain biker, lover of the outdoors, and coach of the varsity football team at the local high school. Chad is also involved in the church and served a two-year mission in Honduras; he speaks Spanish fluently.
Brian Smalley
Financial Advisor
Brian Smalley
Brian has worked in the investment advisory industry for the last 16 years. My guiding principles are rooted in transparency and honesty, ensuring that my clients receive nothing, but the best service tailored to their unique needs.
When I'm not in the office, you can find me embracing the great outdoors. From camping under the starlit sky to honing my skills as an avid hunter, I thrive in nature's playground.
Brian makes his home in Waddell, Az. He enjoys spending time with his wife and 3 kids. I am more than just a financial advisor; I am a dedicated family man who brings passion and integrity to everything I do. Let's embark on this journey together towards financial success and personal fulfillment.
Andre Pennington
Wealth Attorney
Andre Pennington
Andre Pennington has been a leader in the financial services industry for over 20 years, specializing in creating innovative strategies that empower individuals and families to achieve financial freedom. Andre’s mission is rooted in integrity, community impact, and delivering solutions tailored to each client’s unique needs.
Andre has trained and mentored countless financial professionals, inspiring them to prioritize financial literacy and client-focused service. His dedication to excellence ensures clients experience unparalleled support and achieve their financial goals with confidence.
When not in the office, Andre enjoys spending time with his family, exploring new travel destinations, and engaging in community service projects. A lifelong learner and avid reader, he is passionate about personal development and fostering growth in others.
As a trusted financial expert and devoted family man, Andre combines professional expertise with a personal touch, helping clients build secure futures and lasting legacies. Let’s work together to create a brighter financial future.