Udine Wealth Management
Scott Udine, Chief Investment Officer

We manage your assets with the same discipline and care as our own—aligning every decision with your goals, not Wall Street’s.

Scott Udine 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.

Learn more about our Investment Philosophy

  • 30+

    Years Experience

  • 24/ 7

    Client Service

  • $304M+

    Assets Managed

  • 100%

    Aligned Compensation

Metrics as of September 30, 2026

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.

  • Advisor and client reviewing documents across a desk

    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.

  • Financial plan being prepared with a calculator and laptop

    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.

  • Team meeting with charts on a display

    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.

  • Retired couple shaking hands with their advisor

    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

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.

Our clients trust us with their futures. We honor that trust through transparency, discipline, and a relentless commitment to doing things right.

Get In Touch

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
Scott R. Udine

Scott R. Udine

CEO/Founder and Chief Investment Officer

Scott R. Udine is the Founder and Chief Investment Officer of Udine Wealth Management, an independent, employee-owned investment advisory firm based in South Florida. With over three decades of experience navigating U.S. equity markets, Scott has built a reputation for disciplined portfolio management, transparent client relationships, and an unwavering commitment to aligned investing.

Since founding the firm, Scott has led Udine Wealth Management with a simple philosophy: invest with clients, not just for them. His approach emphasizes focused, long-term equity investing through concentrated portfolios of high-quality companies — guided by rigorous fundamental and technical analysis. Known for his steady hand through both bull and bear markets, Scott applies the same strategies to client portfolios that he uses to manage his own capital, ensuring complete alignment of interests.

Scott’s passion for investing is matched by his dedication to client service. He takes a hands-on role in portfolio construction, market analysis, and strategic planning, providing clients with the insights and confidence that come from direct engagement with their advisor. His philosophy reflects decades of market-tested experience, combining analytical precision with the intuition earned from a career spent “reading between the lines and seeing around corners.”

Under his leadership, Udine Wealth Management has grown into a trusted boutique advisory firm serving both individual and institutional clients, delivering the depth and sophistication of a private bank with the focus and flexibility of an independent practice.
Ross B. Udine

Ross B. Udine

Investment Advisor/Managing Partner

As Managing Partner and Investment Advisor at Udine Wealth Management, Ross Udine advises clients and their families across a broad range of investment and strategic planning needs. His work is tailored to a forward-thinking demographic, including next-generation wealth creators, high-performing entrepreneurs, and elite professional athletes seeking a trusted, long-term partner.

Ross’s approach resonates with professionals who value collaboration, transparency, and aligned growth. He is committed to building meaningful relationships with clients and guiding them through complex financial decisions with clarity and integrity.

Prior to joining Udine Wealth Management, Ross held roles at a billion-dollar hedge fund and a top-tier wealth management firm. These experiences gave him valuable insight into what sets best-in-class advisors apart, insight he brings to every client relationship at UWM.

A former 4-year starter and men's basketball team captain at New York University, Ross is the program’s all-time leader in assists and ranks 10th in all-time scoring. He brings the same discipline, work ethic, strategic mindset, and leadership to his client's work each and every day at UWM.

Ross holds a Series 65 license and lives in West Palm Beach, Florida. Outside of work, he enjoys staying active through basketball, golf, fitness, and spending quality time with family.
Carli R. Udine

Carli R. Udine

Head of Client Services

As Head of Client Services at Udine Wealth Management, Carli Udine oversees all client relations, communications, and service operations across the firm. She serves as the central point of contact for clients and their families, ensuring a seamless, responsive, and highly personalized experience at every stage of the relationship.

Carli is responsible for managing day-to-day client communication, coordinating account servicing, onboarding new relationships, and maintaining the operational excellence that defines UWM. She believes exceptional client service is built on clarity, consistency, and genuine connection. Her focus is to ensure that every client feels informed, supported, and confident in their partnership with the firm.

Before joining Udine Wealth Management, Carli graduated from the University of Florida in 2022 and began her career in New York City at a leading securities litigation firm, where she served as assistant to the Managing Partner. She later spent three and a half years at Ralph Lauren on the wholesale team, gaining firsthand experience in relationship management, strategic coordination, and high-level client service within a global brand environment. These roles sharpened her organizational discipline, attention to detail, and ability to manage complex communication with professionalism and care.

Carli brings warmth, efficiency, and a proactive mindset to every interaction. She is committed to strengthening client relationships and upholding the high standards of service that define Udine Wealth Management.

Outside of work, Carli enjoys Pilates, spending time with family and friends, traveling, and walking the streets of New York City. She values meaningful connection both professionally and personally — a philosophy that guides her approach to client service each day.

Contact Us

Ready to take the next step?

We’re here to answer your questions, walk you through our approach, and help you plan with confidence. Start the conversation by scheduling a consultation or sending us a message anytime.

UWM Market Notes

The Udine Difference

Investment Philosophy

We invest in a diversified, allocation‑agnostic portfolio — equities, ETFs, bonds, T‑bills, commodities and cash — focused on the strongest sectors and asset classes for growth, resilience and peace of mind.

At Udine Wealth Management, we adopt a disciplined and focused approach to growth investing.

Our philosophy revolves around selecting only the strongest, highest-quality companies in the U.S. equity markets. The process begins with a broad assessment of the market and the economy, which then narrows down to individual equities that meet strict growth criteria. These are companies with consistent earnings and sales growth, industry-leading profit margins, and proven management teams. We intentionally keep a concentrated portfolio, aiming to become true experts in a limited number of superior businesses instead of spreading investments too thin. While we steer clear of exotic or speculative products, we do utilize select U.S.-traded ETFs to gain foreign exposure, Bitcoin exposure, fixed income exposure, cash equivalents exposure, and to possibly enhance returns. Every investment decision is based on thorough fundamental and technical analysis, with a primary focus on protecting client capital and minimizing losses. By combining disciplined research with rigorous analysis, we strive to deliver long-term compounding growth and secure our clients’ financial futures.

Privacy Policy

At Udine Wealth Management, we respect your personal financial privacy. We realize that you have entrusted us with private personal financial information, and it is important to us that you know our policy concerning what we do with that information.

We collect personal financial information about you from the following sources:

  • Information you provide us in investment advisory agreements, brokerage account applications, and other documents you complete in connection with the opening and maintenance of your accounts with us; and
  • Information you provide us orally; and
  • Information we receive from third parties, such as brokerage firms, about your transactions with us or with others.

We do not disclose any nonpublic personal financial information about you to anyone, except in the following circumstances:

  • When required to execute transactions for your account or otherwise to provide services you have requested; or
  • When you have specifically authorized us to do so in writing; or
  • When permitted or required by law.

Within our firm, we restrict access to your personal financial information to the employees who need to know that information to provide services to you. To ensure security and confidentiality, we maintain physical, electronic, and procedural safeguards to protect your privacy.

Code of Ethics

Our Code of Ethics establishes ideals for ethical conduct based on fundamental principles of openness, integrity, honesty & trust. Our Code of Ethics is divided into two parts: traits and practices we should adhere to and those we must avoid.

I. Traits and practices we should adhere to (Best Practices)

Integrity
Integrity is the most important trait in earning and retaining client trust. We will not compromise our principles for any reason. Client interests will always be placed before our own interests. Good character is our most important asset.
Honesty
Honesty & openness are the fundamental principles underlying our practice. We will always be truthful and candid with clients, and will never make promises we do not intend to keep.
Fairness
We will perform our services that is fair to all, including clients, and other employees. We will always disclose conflicts of interests.
Competence
We will seek to continually increase our professional skills and knowledge.
Confidentiality
We will always respect the confidentially of sensitive and non-public information, for both clients and former clients. Wherever possible, we will control access to such sensitive and non-public information.
Diligence
We will always act with timeliness, patience and consistency. Knowledge and skills are not enough. They must be applied in a prompt and thorough manner.
Reporting Personal Securities & Holdings
All employees must periodically report their securities transactions and holdings to our President who will review those reports, thus allowing him, and regulators, to identify improper trades or patterns of trading. Personal securities transactions must be pre-cleared and duplicate trade confirmations and account statements must be provided to your immediate supervisor.
Educating Employees About Our Code of Ethics
We provide all employees with a copy of our Code of Ethics, who will, in turn, acknowledge receipt of the Code and their full understanding of the Code.

II. Practices we must avoid

Discrimination & Harassment
We are committed to providing a work environment that is free of discrimination and harassment. We are an equal opportunity employer.
Financial Interests in Other Financial Services Firms
Employees and their spouses may not have an interest in another financial firm if that interest may present a conflict of interest with that employee’s duties to this firm.
Improper Gifts & Entertainment
Employees may not give or receive gifts or entertainment without first obtaining written authorization from the firms President. Such authorization will only be given if such action is deemed to not be an attempt to improperly influence any business decision we may make.
Unsuitable Recommendations
We will never recommend that a client purchase or sell a security without having reasonable grounds to believe the recommendation is suitable for the client on the basis of information provided by the client and after reasonable inquiry into the client’s investment objectives and financial situation.
Illegal Orders
We will never place an order to purchase or sell a security without the client’s prior authorization. Nor will we ever purchase or sell a security that is not registered under applicable state or federal securities laws, unless such securities are legally exempt from registration.
Borrowing Money
We will never borrow money or securities from a client or lend money or securities to a client.
Churning
We will never excessively trade client accounts in order to generate sales commissions.
Discretion
We will never exercise discretionary authority over a client account without the express written authorization to do so by the client.
False or Misleading Advertising
We will always accurately describe the identity of the firm and the nature of the services offered by the firm.

Interactive Brokers LLC disclosure

Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds, including Udine Wealth Management Inc. Interactive Brokers provides execution and clearing services to customers. None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers makes no representation, and assumes no liability to the accuracy or completeness of the information provided on this website.

For more information regarding Interactive Brokers, please visit www.interactivebrokers.com.

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