Cultivating Lasting Legacies
Universal Holdings LLC
We blend real estate, financial wisdom, and purposeful stewardship to help families build and preserve wealth with integrity, clarity, and intention.
Our Journey, Your Legacy
Universal Holdings LLC was born out of a vision to create a lasting legacy. For the past five years, we have been diligently working towards building a holding company rooted in real estate, financial empowerment, and legacy protection. Our founder, a hardworking mother, has transformed challenges into stepping stones, leading to the creation of a company that is more than just a business. It is a vessel for transformation, creating safe homes, managing resources wisely, and guiding others towards generational wealth and purpose.
Your Path to Legacy Building
At Universal Holdings LLC, we offer a diverse range of services designed to help you build, manage, and preserve your wealth. Our services are tailored to meet your unique needs and are delivered with a commitment to excellence, integrity, and a deep understanding of your long-term goals.
Real Estate Investment & Management
We specialize in both long-term and short-term rental management, ensuring your properties are well-maintained and profitable. Our tenant placement and lease management services are designed to attract reliable tenants and keep your properties occupied. We also handle maintenance coordination and vendor oversight, ensuring your properties are always in top condition and any issues are addressed promptly and professionally.
Family Wealth Management
We understand the importance of protecting your assets for future generations. Our services include asset protection through entity structuring such as LLCs and trusts, which can provide significant tax benefits and protect your assets from potential liabilities. We also offer generational wealth planning and legacy strategy services, helping you plan for the future and ensure your wealth benefits your family for generations to come. Additionally, we provide trust coordination and estate planning support, helping you navigate the complex process of setting up trusts and planning your estate.
Bookkeeping & Accounting Services
We offer full-service bookkeeping for owned or partnered entities, ensuring your financial records are accurate and up-to-date. Our services include the preparation of monthly financial statements and custom reports, providing you with a clear picture of your financial situation. We also handle accounts payable/receivable tracking, ensuring all transactions are recorded accurately. Our budgeting and cash flow analysis services can help you plan for the future and make informed financial decisions. Additionally, we offer QuickBooks or similar software setup and training, helping you manage your finances more effectively.
Why Choose Universal Holdings LLC
At Universal Holdings LLC, we are more than just a business. We are a movement that helps families reconnect with what’s real and build wealth with integrity. We are proud to walk with you as you reclaim your power, preserve your legacy, and realign with what truly matters.
Experience
With over 5 years in real estate investing, estate planning, and ministry work, we bring a wealth of knowledge and expertise to our services. Our founder’s journey from resilience to wealth creation has shaped our approach to wealth management, making us uniquely equipped to understand and meet your needs.
Personal Approach
We understand that every family is unique, and we tailor our services to meet your specific needs and goals. We take the time to understand your situation, your aspirations, and your values, and we work with you to develop a strategy that aligns with your vision for the future.
Integrity
We believe in doing business with integrity, clarity, and intention. We are committed to helping you build and preserve your wealth in a way that aligns with your values. We strive to be transparent in our operations, honest in our communications, and ethical in our practices.
Comprehensive Services
We offer a wide range of services under one roof, from real estate management to wealth planning to bookkeeping. This integrated approach allows us to provide a seamless and efficient service experience, saving you time and effort.
Commitment to Education
We believe in empowering our clients through education. Through the teachings of Bereal Ministry, we provide guidance on using natural resources to support well-being, simplifying life, building wealth with integrity, and returning to a more rooted, family-oriented way of life.
Get in Touch
At Universal Holdings LLC, we’re ready to help you build and preserve your wealth with integrity, clarity, and intention. Whether you’re interested in real estate investment, wealth management, or bookkeeping services, our team is here to provide the guidance and support you need. Reach out to us today and let’s start your journey towards financial empowerment and legacy building.
Email: Veda@universalholdingince.com
Phone: 253-220-0895
Business Hours: Monday to Friday, 9 AM to 6 PM Pacific Time
We look forward to hearing from you and helping you build and preserve your wealth. Your journey towards financial empowerment starts here.
