Wholescaling x Unified Wealth

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 — real estate, private equity, crypto, tax liens, and more.

Book My Free Wealth Consultation

No cost. No obligation. Just a smarter path to retirement.

Your retirement account should give you control.

Move beyond stocks, bonds, and mutual funds.
Invest in IRS-allowed alternative assets you understand.
Get guided setup, paperwork, compliance, and lifetime support.
Build a complete retirement strategy around control, growth, and protection.

The problem

Most investors are trapped in traditional retirement accounts.

High Fees

Fees can quietly drain your nest egg year after year.

Limited Options

Most retirement accounts limit you to stocks, bonds, and mutual funds.

Market Crashes

Market swings can put decades of savings at risk overnight.

You deserve more control over where your retirement dollars go.

The solution

Use a Self-Directed Retirement Account to invest in what you know.

Unified Wealth helps you create a Self-Directed IRA or Solo 401(k), giving you the power to move retirement funds into IRS-allowed alternative assets.

Real estate deals you can see and touch
Private businesses, startups, and private equity
Precious metals, crypto, and other alternative assets
Tax liens and deeds with potential double-digit returns

If the IRS allows it, your account can hold it.

Start Your Journey Today

What you get

A complete setup built around control, growth, and protection.

IRS-Compliant Account

A fully compliant Self-Directed IRA or Solo 401(k) account.

Checkbook Control

Fund deals directly and choose where your retirement money goes.

Complete Setup

Setup documents, trust/plan paperwork, and rollover guidance handled for you.

First Year Covered

First year of account maintenance fees covered.

Management Portal

Access to the Canopy Account Management Portal for easy oversight.

Ongoing Support

Customer support for the life of your account.

Why Unified Wealth

A proven system with expert guidance at every step.

3,500+

Clients Helped

Helped thousands of clients take control of their retirement.

$100M+

Assets Transitioned

Transitioned over $100,000,000 into self-directed accounts.

100%

Focused on Control

Helping clients move from fee-heavy Wall Street accounts into structures they can control.

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.

Support throughout your journey

You are not just opening an account.

You are joining a guided retirement system with compliance help, account setup, investment flexibility, portal access, and lifetime client support.

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Limited spots available

Claim your free consultation before spots fill up.

Wealth consultations are 100% free, but specialists only take a handful of new clients each week to provide personalized guidance.

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FAQ

Frequently asked questions

Everything you need to know about Self-Directed Retirement Accounts.

How long does it take to set up?

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 the current custodian.

What can I invest my retirement money into?

You can invest in almost anything the IRS allows, including real estate, tax liens and deeds, private lending, notes, joint ventures, precious metals, private equity, hedge funds, oil and gas, cryptocurrency, and more.

Is the account interest-bearing?

The SDIRA or Solo 401(k) itself does not earn interest like a bank savings account. Instead, you control how the money grows by choosing investments that generate returns, such as rental income, lending interest, appreciation, or profits from alternative assets.

Can I borrow against my account?

With a Solo 401(k), you may be able to borrow up to 50% of your account balance, max $50,000, as a participant loan and pay it back to yourself with interest. IRA accounts cannot offer loans to yourself or other disqualified persons.

Ready to take control?

Book your free wealth consultation today.

Discover how a Self-Directed Retirement Account can transform your financial future.

What you’ll get in your free consultation:

Personalized retirement strategy review
Analysis of your current accounts and fees
Custom roadmap for your Self-Directed Account
Q&A session with retirement experts

Schedule My Free Consultation