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About Us

Unity Enterprise Solutions is a strategic consulting and advisory firm dedicated to helping businesses grow, optimize, and prepare for the future. We partner with owners, leadership teams, and organizations to provide clarity, structure, and actionable strategies across every phase of the business lifecycle. Our expertise spans business consulting, valuations, mergers and acquisitions, retirement plan design, group health benefits, risk management, and operational efficiency. We bring a modern, integrated approach that aligns business strategy with financial planning, tax awareness, and long-term enterprise value.

At Unity Enterprise Solutions, we believe every business deserves a clear roadmap, expert guidance, and a dedicated partner working alongside them. Whether you are scaling, restructuring, preparing for an exit, or looking to strengthen your benefits and operations, our team is committed to delivering measurable results and long-lasting impact.

Our Team

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Wade Marcy

Managing Partner

Financial Planner

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Michael Turgeon

Managing Partner

Financial Advisor

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Matt Hertig

VP of Business Solutions

Financial Advisor

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Kimberly Kirk

Client Relationship Manager

Admin

Bio Coming Soon

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Amanda Ross

Director of Tax Preparation

Tax Preparation

Accountant

Bio Coming Soon

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Vinny Merino

Director of Estate Planning

Wills & Trusts

Attorney at Law

Bio Coming Soon

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Dan Neglia

Director of Group Benefits

Healthcare

Bio Coming Soon

Schedule a Meeting Today

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