At the United Capital office in Silicon Valley (previously known as Bedrock Capital Management), we provide comprehensive, personalized wealth management services for high-net-worth individuals and families. As a fee-only adviser and fiduciary, we deliver independent, objective guidance. We couple cutting-edge technology with sophisticated and sound asset allocation techniques to create wealth management plans designed to help you maximize what you have worked so hard to achieve. Because life can be dynamic, with shifting economics, changing tax laws, and new family and personal goals, we monitor your individual plan on an on-going basis. So you may rest assured that your financial plan will be fine-tuned to help you meet your goals and life dreams. Now and in the future. We call that peace of mind.
A Place Where Everybody Knows Your Name
As a United Capital client, you may benefit from our team of highly experienced financial professionals. We are individually dedicated to providing each and every client with the highest level of service. And we collaborate. Every day. On your behalf.
Our seamless approach to sharing information ensures that important information is appropriately conveyed and critical facts don’t get lost in the shuffle. We believe that our clients deserve a depth of knowledge and service that is only possible when we work together.
Relationships That Stand the Test of Time
We put a premium on building durable client relationships. We invest the time to truly get to know each and every one of our clients. Because only then can we understand your unique needs, aspirations and dreams. Then we can craft a comprehensive wealth management plan specifically tailored to support your personal lifestyle.
You can expect that we will be there for you over the long haul. Who you are and where you want to be in life matters to us. Our comprehensive approach coordinates your financial universe with your vision and goals for the future.