At Umoja Wealth Management, we proudly serve veterans, active-duty service members, and their families in the USA, guiding them on a path toward financial independence and security. Located in the heart of this vibrant military community, we specialize in life insurance and wealth management solutions uniquely tailored to the needs of veterans. Our range of services includes Indexed Universal Life (IUL), Long-Term Care, Term Insurance wit...

We know that financial stability and security can profoundly enhance the lives of our clients and their families. Our mission is to provide veterans, military families, and civilians transitioning to new careers with a personalized approach to financial planning, helping them achieve peace of mind and a stable future. By offering tailored solutions like life insurance, long-term care, and legacy planning, we empower clients to protect the...

Umoja Wealth Management was founded from a desire to make a meaningful difference in the lives of veterans and military families. After serving 22 years in the U.S. Navy, our founder experienced the challenges that come with transitioning from military life to the civilian world and saw firsthand the financial gaps that many veterans face. This experience shaped our mission to empower veterans by providing them with the financial tools, k...