Take Control of Your Retirement And Retire on Your Terms
Stop letting Wall Street dictate your future. With a Self-Directed IRA or Solo 401(k), you decide where your money goes — crypto, real estate, private equity, and more. Unified Wealth makes it simple.
No cost. No obligation. Just a smarter path to retirement.
This page is offered in partnership with The Crypto Wealth Ecosystem, which may receive compensation for referrals.
Most People Are Trapped
Most people are trapped in traditional retirement accounts:
High Fees
High fees that quietly drain your nest egg year after year.
Limited Options
Limited options (just stocks, bonds, and mutual funds).
Market Crashes
Market crashes that can wipe out decades of savings overnight.
The Solution
With Unified Wealth, you get a Self-Directed Retirement Account — giving you the power to invest in what you know and believe in.
Imagine using your retirement dollars to invest in:
Crypto
Bitcoin, altcoins, liquidity pools, and more.
Real Estate
Real estate deals you can see and touch.
Precious Metals
Gold, silver, and other metals.
Private Businesses
Private businesses and startups.
If the IRS allows it, your account can hold it.
Book My Free Wealth ConsultationWhat You Get
When you open your Self-Directed Account through Unified Wealth, you receive:
IRS-Compliant Account
A fully IRS-compliant Self-Directed IRA or Solo 401(k) account.
Checkbook Control
Checkbook control — so you can fund deals directly.
Complete Setup
All setup documents and trust/plan paperwork handled for you.
First Year Covered
First year of account maintenance fees covered.
Management Portal
Access to our Canopy Account Management Portal for easy oversight.
Ongoing Support
Ongoing customer support for the life of your account.
You'll walk away with not just an account — but a complete retirement strategy built around control, growth, and protection.
Why Unified Wealth
Over the last 2.5 years, Unified Wealth has:
Clients Helped
Helped 3,500+ clients take control of their retirement.
Assets Transitioned
Transitioned over $100,000,000 into self-directed accounts.
Setup Completion
Every account we've opened has been fully set up and funded — moving clients out of fee-heavy Wall Street accounts and into wealth they control.
You're not just opening an account. You're joining a proven system with expert guidance at every step.
We Support You Throughout Your Journey
When you open your Self-Directed Account through Unified Wealth, you receive:
Freedom to Choose
Unlike traditional accounts, you can invest in crypto, real estate, private equity, metals, and dozens of other IRS-approved assets.
Expert Setup & Compliance
From your EIN to your trust documents, we handle the heavy lifting so your account is 100% IRS-compliant from day one.
Lifetime Guidance
Our team doesn't disappear after setup. You'll have direct access to customer support and resources for the life of your account.
How It Works
Simple, straightforward, and secure
Book Your Free Wealth Consultation
We'll learn about your goals, your current accounts, and the fastest path to transition.
Get Your Account Setup — Fast
Our team handles the paperwork, rollover, and compliance so you don't have to.
Start Investing With Confidence
With checkbook control, you choose where your retirement funds go — into assets you trust and understand.
About Unified Wealth
At Unified Wealth, we believe your retirement should be directed by one person — you.
We help investors break free from Wall Street's limitations and take full control of their retirement savings through Self-Directed IRAs and Solo 401(k) plans. These accounts give you the freedom to invest in what you know and trust — crypto, real estate, private lending, precious metals, and other high-performing alternative assets.
Over the last few years, we've helped more than 3,500 clients move over $100 million into self-directed retirement structures — giving them the same tools the wealthy have used for decades to build tax-efficient wealth and lasting security.
Our mission is simple: Put control, transparency, and profitability back in the hands of the investor.
When you work with Unified Wealth, you get more than an account setup.
You get a partner for life — one that helps you structure, protect, and grow your wealth the smart way:
- IRS-compliant account setup
- Asset protection through strategic LLC structures
- Checkbook control and full investment freedom
- Lifetime client support
Because when your retirement is built on what you understand and believe in — you don't just save for the future, you own it.
Claim Your Free Consultation
Wealth consultations are 100% free — and our specialists' calendars fill quickly.
Book yours today.
Frequently Asked Questions
Everything you need to know about Self-Directed Retirement Accounts
How long does it take to set up?
Setting up your Self-Directed IRA or Solo 401(k) is quick and simple. Most clients are fully set up within 3–5 business days after their welcome call, with rollovers completed in 2–8 weeks, depending on the speed of your current custodian. Once funded, your account is active and ready to invest.
What can I invest my retirement money into?
With a Unified Wealth Self-Directed account, you can invest in almost anything the IRS allows — giving you full control over your retirement.
This includes:
- Cryptocurrency (Bitcoin, altcoins, staking, liquidity pools, and more)
- Real estate (single-family, multi-family, land, commercial)
- Precious metals like gold, silver, platinum, and palladium
- Startups, private equity, hedge funds, oil & gas, private lending, and more.
If the IRS allows it, your account can hold it — period.
How do I actually buy crypto in my account?
Your account uses a checkbook-controlled structure: an LLC owned by your IRA or Solo 401(k). You open a business account with an exchange like Coinbase or Kraken in the name of the LLC, fund it from the LLC's bank account, and invest directly. Your only ongoing requirement is reporting a valuation back to your custodian once a year.
Are there any restrictions on crypto investing?
You can buy and hold Bitcoin and altcoins, participate in staking, and provide liquidity to liquidity pools. Futures trading is not permitted inside these accounts.
Is the account interest-bearing?
Your SDIRA or Solo 401(k) itself does not earn interest like a bank savings account. Instead, you control how your money grows by choosing the investments that generate returns — whether that's rental income, interest from lending, appreciation in real estate, or profits from other alternative assets.
Can I borrow against my account?
With a Solo 401(k), yes — you can borrow up to 50% of your account balance (max $50,000) tax-free as a participant loan, and pay it back to yourself with interest.
However, IRA accounts cannot offer loans to yourself or "disqualified persons" — the IRS prohibits those transactions to protect the tax-advantaged status of your account.
Ready to Take Control?
Book your free wealth consultation today and discover how a Self-Directed Retirement Account can transform your financial future.
- Personalized retirement strategy review
- Analysis of your current accounts and fees
- Custom roadmap for your Self-Directed Account
- Q&A session with our retirement experts
Schedule online at your convenience