neetu@unitywealthstrategies.com
Call: (512) 739-4309
”My life is not about me anymore. It’s all about making a difference."
— Neetu Prabhu
Empowering Business Owners for a Prosperous Future
Located in the heart of Dallas-Fort Worth, Neetu Prabhu founded Unity Wealth Strategies to do more than manage finances. She created a firm dedicated to empowering successful business owners like you, who value protecting and growing their hard-earned wealth but often feel overwhelmed by high taxes, complex financial choices, and the need for a cohesive, long-term plan. With over a decade of experience working closely with entrepreneurs across America, Neetu’s approach is clear, personal, and deeply rooted in understanding the unique challenges and dreams of business owners.
“After helping over 630 business owners navigate the intricacies of financial planning, three key priorities stand out: lowering your tax burden, securing your wealth, and building a lasting legacy.” – Neetu
A Personalized Approach, Built Just for You
Unity Wealth Strategies offers a refreshing departure from the traditional, one-size-fits-all approach. As a private family office, UWS is designed to ensure that each client receives focused, personal attention—never treated as just another file in a large firm. Neetu takes the time to get to know you, your family, and your business on a personal level, creating wealth strategies that reflect your most important goals and values. This relationship evolves with your needs and can extend across generations, bringing continuity and trust to your family’s financial future.
Proven Expertise and Strong Partnerships
Licensed across multiple states and a designated Financial Security Advocate with NAIFA, Neetu has achieved the prestigious Court of the Table status with the Million Dollar Round Table (MDRT), a reflection of her commitment to excellence. Unity Wealth Strategies has grown primarily through referrals and trust, with over 98% of clients coming directly from CPA, attorney, and business owner recommendations. Neetu’s network of CPAs and estate planning attorneys spans multiple states and wealth levels. Whether your net worth is $25 million or $250 million, UWS provides a seamless, expert approach to meet your financial and estate planning needs.
What Unity Wealth Strategies Offers You
When you work with Neetu, you’re not just getting financial recommendations—you’re building a future where your wealth is safeguarded, your legacy thrives, and your peace of mind is grounded in strategic, tax-advantaged decisions. Unity Wealth Strategies is about more than just numbers; it’s about seeing you and your family as individuals with stories, dreams, and challenges. It’s about setting you up with the right strategies to help you achieve the financial security and freedom you deserve.
A Personal Touch
A native of Mumbai, Neetu is as dedicated to her personal growth as she is to her clients’ financial well-being. Now raising two teenagers as a single mother in Texas, she draws strength from her spiritual practice, daily meditation, and a love of learning. She’s a philanthropist at heart, serving multiple organizations and individuals for over a decade. A four-time #1 Amazon best-selling author, Neetu is also a passionate speaker, mentor, and coach to many CEOs. She is committed to creating a future where your wealth works as hard for you as you have for it.
Let’s Build Your Legacy Together
When you’re ready for a financial partnership built on clarity, confidence, and commitment, Unity Wealth Strategies is here to help you craft a future you can count on—one built to last for generations.
Our Process:
The P.R.O.T.E.C.T. Framework
Financial mastery is a craft. A craft that can secure futures. A craft that can build legacies. At Unity Wealth Strategies, we believe that wealth is more than just numbers on a page. It’s the life you’ve built, the dreams you’ve nurtured, and the security you seek for those you love. And that’s where UWS comes in. We empower you to protect and grow your wealth. We design strategies that help ensure your legacy endures. We guide you to greater financial peace of mind, using the P.R.O.T.E.C.T. Framework:
- P – Personalization
- R – Reliability
- O – Optimization
- T – Trust
- E – Expertise
- C – Comprehensive
- T – Tranquility
P
Personalization: Tailored financial strategies that fit your unique life and goals.
R
Reliability: Consistent, proven methods to help safeguard your assets and ensure growth.
O
Optimization: Maximizing your wealth potential with tax-efficient strategies and guaranteed income streams backed by the financial strength of the institutions providing them.
T
Trust: Building long-term relationships based on honesty, transparency, and mutual respect.
E
Expertise: At Unity Wealth Strategies, we collaborate with a trusted network of CPAs, Attorneys, and other financial professionals, bringing 98+ years of combined experience in wealth management, estate, and legacy planning. Our handpicked partners work seamlessly with UWS to provide you with comprehensive, expert guidance.
C
Comprehensive Planning: Our holistic approach is designed to consider every aspect of your financial life.
T
Tranquility: Our commitment is to deliver peace of mind by helping ensure your financial future is secure and your legacy is preserved.
At Unity Wealth Strategies, we know it’s not just about managing your wealth; it’s about ensuring that you and your loved ones can live the life you’ve envisioned, free from financial stress and uncertainty.
Let’s start a conversation that could redefine your financial future.
What People Say About Neetu Prabhu
Are You Ready to Get Started?
Let’s connect! Our initial consultation is completely free and without obligation. We are known for radically transforming people’s financial trajectories for good. Simply call us at 512-739-4309 or fill out this form and we will reach out to you to set up a time.
