“We manage your assets with the same discipline and care as our own—aligning every decision with your goals, not Wall Street’s.”
Chief Investment Officer
Our Values
We Invest With You , Not Just For You
Tailored Strategies. Disciplined Execution. Aligned With Your Goals.
At Udine Wealth Management, we provide sophisticated investment management and financial planning services grounded in discipline, experience, and alignment. Whether you’re an individual investor, a family office, or an institution, our selective, research-driven approach aims to protect capital and pursue growth through all market conditions. We don’t just advise; we invest alongside you, ensuring your financial goals remain our shared priority.
metrics as of December 31, 2025
“ Our clients receive steady, reliable attention every day of the year; we make sure your financial house stays in order.
Investment Advisor
Managing Partner
Our Services
The Strength of a Private Bank.
The Focus of an Independent Firm.
The Partnership You Deserve.
At Udine Wealth Management, we combine the extensive expertise and resources of a large private bank with the independence, transparency, and personalized service of an employee-owned boutique. The services listed below are just a sampling of how we collaborate with clients to grow and protect their wealth.
To learn how we can be a constructive voice and partner in your financial future, contact us.
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Discretionary Portfolio Management
Professionally managed portfolios designed for long-term growth and stability.
We take a disciplined, research-driven approach to portfolio management, acting swiftly and decisively on your behalf. Every position is selected through in-depth analysis and aligned with your investment objectives and risk profile.
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Personal Financial Planning
Comprehensive strategies that connect your wealth to your life goals.
From cash flow management to tax-efficient planning, we develop customized financial strategies to help you grow, protect, and enjoy your wealth today and for generations to come.
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Tax Planning and Strategies
Sophisticated Strategies and Hands-on, real-world results and solutions.
While we are long-term investors by nature, we do utilize and capitalize on tax-loss harvesting opportunities each and every day as necessary. Besides our internal resources, we have a stable of highly qualified CPA and Tax Professionals that have been UWM clients for many years and are always eager to assist our clients with any and all of their tax planning needs.
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Retirement & Estate Planning
Protect your legacy and secure what comes next.
Our integrated planning approach helps you prepare for retirement while ensuring your assets are invested and growing efficiently, in line with your long-term objectives. We work closely with you and our legal and tax advisors to create continuity and confidence for the future.
Our Team
Here to Invest With You.
Behind every strategy is a team devoted to clarity, performance, and partnership. Led by Scott Udine, our advisors combine over three decades of market experience with a commitment to transparency and alignment. Connect with our team or our trusted partners to start building a wealth management relationship grounded in trust and disciplined execution.
Our Partners
“Our clients trust us with their futures. We honor that trust through transparency, discipline, and a relentless commitment to doing things right.”
“Our clients trust us to protect, grow and look after their hard-earned capital. We do not take that responsibility lightly and honor that trust through transparency, discipline and a relentless commitment to doing things right.”
Our Clients
The Udine Advantage
Trust. Transparency. Discipline. Delivered with Care.
At Udine Wealth Management, every client relationship is built on clarity, accountability, and alignment. Our clients know exactly how their assets are managed because we invest our own capital in the same way—using the same strategies, positions, and risk management principles.
The enduring trust we’ve built with clients is reflected in the growth of our business through referrals from those we serve. Each introduction speaks to the confidence our clients place in our process and our commitment to disciplined, fiduciary care.
Through thoughtful research, transparent reporting, and personalized attention, we continue to deliver the confidence that comes from partnership, consistency, and shared purpose.
UWM Market Notes
Exclusive market intelligence and disciplined insights for discerning investors.
Discover how experienced investors stay informed and prepared through UWM’s private market briefings, which include curated commentary, data-driven observations, and a disciplined perspective from Scott Udine and the UWM team.
This exclusive update is reserved for qualified individuals and clients seeking thoughtful analysis of equity trends, risk management, and long-term portfolio positioning.
Exclusive commentary from Scott Udine and the UWM investment team
Timely insights into U.S. equity and market dynamics
Actionable guidance for informed portfolio decisions
A disciplined, fiduciary perspective on wealth management
