SUSTAINABLE WEALTH
PLANNER
Who Are Union Wealth ?
Union Wealth are the team of experienced professional financial planners who have the aim to provide the suitable financial plan for everyone.

Union Wealth adopts “The International Financial Planning Concept or CFP®” to formulate “The Customized Integrated Professional Financial Plan” for our clients.

Union Wealth have the professional partners around the world. Therefore, we can provide the varieties of financial products such as mutual funds, private funds, insurances etc. from several leading domestic and international brands.

Career

"We are looking for the inspired individuals who value the importance of financial planning on people’s life. Come join us and thrive together”

UW Vision

We deliver Peace of Mind through Financial Planning Concept

UW Mission

UW will be the trusted Financial Advisory Service Provider Company with Unbiased Variety of products to serve both retail and corporate clients

5 Core Values
01
Integrity
We do the right things even when no one is watching.
02
Excellence
We consistently strive to be excellent in all what we do.
03
Professional
We work enthusiastically in professional manner and endlessly develop oneself capability.
04
Transparency Communication
We embrace transparent communication to share information clearly and honestly.
05
Empathy
We always put ourselves in other's shoes to assure the best possible solutions.

How we deliver The Best Value ?

CUSTOMIZED Professional Financial PLAN

Provide MULTI-PRODUCT Platform

Select UNBIASED BEST CHOICE In class

Our Services

Customized Professional Financial Plan For Individual Clients

Customized Personal Financial Planning

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Applied Investment Planning

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Personal Income Tax Planning

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Education Fund Portfolio Design

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Retirement Fund Portfolio Design

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Risk management & Insurance planning

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Wealth Transfer Model Design

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Family Constitution Preparation

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Local & International Financial Service & Products

Customized Professional Financial Plan For Corporate Clients

Cash Management

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Initial Public Offering (IPO) Strategic Planning

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Corporate Tax Planning

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Holding Company Strategic Planning

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Integrated Family Business Financial Planning

Management Team

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Vawta Pratmaetekul, CFP® / FchFP

Founder and Chief Executive Officer

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Rungroj Kaeokanjana, CFP®

Co - Founder / Chief Investment Officer

Advisor Team

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Chawaluk Tipsuntornpong, CFP®
Senior Financial Planner

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Sudarat Sawatdiwong, CFP®
Senior Financial Planner

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Techathat Pomsung, CFP®
Financial Planner

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Karnchanicha Saeneewong Na Ayudhaya, AFPT™
Financial Planner

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Chawaluk Tipsuntornpong, CFP®
Senior Financial Planner

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Sudarat Sawatdiwong, CFP®
Senior Financial Planner

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Techathat Pomsung, CFP®
Financial Planner

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Karnchanicha Saeneewong Na Ayudhaya, AFPT™
Financial Planner

PRODUCT PARTNERS

We have professional partners around the world to provide the most efficient financial products on both onshore and offshore in order to choose the most suitable and excellent ones to incorporate in client's financial plans to help them achieve their financial goals.

Onshore and 
offshore products

Testimonial

“The prominent aspect of Union Wealth is its people who are very unique. They hold great professionalism who I can trust to take care of my financial future.”
Tawin Yavapolkul
Actor, Partner and Financial Manager Scuba Jamboree Co., Ltd.
“Union Wealth organising all sorts of my financial investments, also helps with asset management and analysis that eventually turns substantially lucrative.”
Boonruk-Jaruwan Phungjesada
Owner- Ruam Dental Clinic
“Union Wealth is a company that does extra mile. Therefore we can enjoy life as well as have time to keep building other businesses and generating additional income for future prosperity.”
Ongart Chatvorachai
Deputy Managing Director: S.Y.K. Autopart Import-Export Co., Ltd.
“Once I had a meeting with Khun Vaw and Khun Roj of Union Wealth, they gave me all the answers and oversee the big picture of our financial planning so that I can have a peace of mind to live my life to the fullest."
Yaowarat Jantree
Internal Medicine Physician
“I have always taken care of my own investment. But once a financial advisor who is a consult-base comes to give advices based on my needs. My financial allocation has now improved, giving me no worries about the future.”
Wachirapan Soponkij
Marketing Manager

Contact

Union Wealth Mutual Fund Brokerage Securities Co., Ltd

43 THAI CC TOWER,19 Floor, No.198, South Sathorn Rd., Yannawa, Sathorn, Bangkok 10120


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