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Your Wealth, Your Way
Do you ever wonder…
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At Universal Wealth Management, we believe that every individual deserves access to sound financial advice, regardless of financial status. As a nationwide firm, we are dedicated to understanding your unique financial goals and providing personalized strategies to help you achieve them.
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Comprehensive Financial Planning
Retirement
Turn dreams into reality with strategies designed to outlast your retirement.
Investments
Build wealth without the stress. Our portfolios are as dynamic as today’s markets.
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Your money deserves to stay with you. Let us help reduce your tax liabilities.
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Meet your team
Transform Your Wealth. Secure Your Legacy.
Chad Mitton
Financial Advisor
Chad Mitton
Chad has worked in the investment advisory business for the last 15 years, providing cohesive financial planning for his clients. Chad has trained both new and experienced advisors throughout the West Valley.
Chad always seeks out the highest quality investments that will meet his client’s long-term goals in risk, performance, and flexibility while achieving the exceptional standards of customer service.
When he is not in the office, Chad can be found spending time with his five children and his wife, Adrianna. He is an avid mountain biker, lover of the outdoors, and coach of the varsity football team at the local high school. Chad is also involved in the church and served a two-year mission in Honduras; he speaks Spanish fluently.
Brian Smalley
Financial Advisor
Brian Smalley
Brian has worked in the investment advisory industry for the last 16 years. My guiding principles are rooted in transparency and honesty, ensuring that my clients receive nothing, but the best service tailored to their unique needs.
When I'm not in the office, you can find me embracing the great outdoors. From camping under the starlit sky to honing my skills as an avid hunter, I thrive in nature's playground.
Brian makes his home in Waddell, Az. He enjoys spending time with his wife and 3 kids. I am more than just a financial advisor; I am a dedicated family man who brings passion and integrity to everything I do. Let's embark on this journey together towards financial success and personal fulfillment.
Andre Pennington
Wealth Attorney
Andre Pennington
Andre Pennington has been a leader in the financial services industry for over 20 years, focusing on creating innovative strategies that empower individuals and families to achieve financial freedom. Andre’s mission is rooted in integrity, community impact, and delivering solutions tailored to each client’s unique needs.
Andre has trained and mentored countless financial professionals, inspiring them to prioritize financial literacy and client-focused service.
When not in the office, Andre enjoys spending time with his family, exploring new travel destinations, and engaging in community service projects. A lifelong learner and avid reader, he is passionate about personal development and fostering growth in others.
Reed Austin
Investment Adviser Representative
Reed Austin
With over a decade of experience in the financial services industry, Reed has built a reputation for delivering trusted guidance and exceptional client care. Having held a variety of positions throughout his career—including the most recent role as Regional Vice President, where he trained and taught advisors— Reed brings a deep, well-rounded understanding of the financial landscape.
Living in Arizona most of his life, Reed studied Finance at the University of Arizona and re-entered the advisor side with a renewed focus: to ensure clients receive the attention, transparency, and tailored solutions they deserve. Known for a client-first mindset, Reed is passionate about helping individuals and families achieve their financial goals with confidence, focusing on risk mitigation and long-term success.
Outside the office, Reed enjoys quality time with family, relaxing with his French Bulldog, and staying active through working out, golf, and tennis
Cyndi Hall
Investment Adviser Representative
Cyndi Hall
With over seven years in the financial industry and a prior career as a registered nurse, Cyndi Hall brings a blend of care, advocacy, and analytical skill to her role as an Investment Advisor Representative. Her nursing background equips her with the ability to truly listen, assess individual needs, and craft personalized financial strategies with compassion and integrity—just as she did for her patients.
Cyndi leads with honesty and a client-first mindset, working diligently to develop comprehensive financial plans that support long-term security and peace of mind. Based in Ventura, California, she serves clients nationwide with a focus on education, empowerment, and building lasting relationships.
Outside of her professional life, Cyndi enjoys traveling with her children, spending time outdoors, and making memories with her grandchildren.
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