TREVETHAN - PRIVATE WEALTH COUNSELING

Private Wealth Counseling

Market Information

Giving Back

Kelly Trevethan holds a deep passionate belief that we must serve our local communities by giving back to organizations that touch the lives of those less fortunate than we are. For more information on how we give back click on the link below.

TrevethanFamilyFoundation.org

"Success without giving back, is failure."
-John Paul DeJoria

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Trevethan Capital Partners
Mission Statement

To help our clients attain security and peace of mind. This comes from knowing they will be able to provide well for themselves and the people and causes they truly care about.

CORPORATE BROCHURE

You Are Unique

Your goals and aspirations, the way you live your life and the manner in which you hope it unfolds will evolve with time. Over the course of your life, change is the only constant. Sometimes we choose to retire sooner or give major gifts to people we care about. Other times, whether it’s higher inflation or a change in the tax code, we don’t have a choice. Whatever the cause, understanding how we should adapt to these changes while staying on course is the greatest challenge for every one of us in our financial lives.

Our firm was established with one goal in mind: to empower our clients with complete control over their financial lives. Our experienced and highly credentialed specialists work with your private wealth counseling team to create a completely customized financial solution for you and your family.

--United Capital Home | United Capital Privacy

UCFA’s web site does not represent an offer of or a solicitation for advisory services in any state/jurisdiction of the United States or any country where the firm is not registered, notice filed, or exempt. Trevethan Capital Partners a division of United Capital Financial Advisers, LLC. (UCFA), provides advice and makes recommendations based on the specific needs and circumstances of each client. Clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece to make decisions. Past performance of markets and other data are no guarantee or indicator of future results. UCFA does not offer tax or legal advice please consult your tax adviser or legal counsel

Fraudulent websites (phish or spoof websites)
We urge you to protect your online financial activity and deal only with firms you know to be legitimate. Online fraudsters may attempt to direct you to fraudulent websites via email and pop-up windows. These websites are used to try to steal your personal information. One way to detect a phony website is to consider how you got to the site. You may have followed a link in a fraudulent email requesting your personal information. Therefore, you should not click on any links in suspicious emails or pop-up windows. Please be aware that this site is the only official website of United Capital Financial Advisers, LLC. (UCFA), United Capital Financial Partners, Inc. (UCFP) and its affiliates. We do not allow other websites to affiliate with us, and you should not trust any other websites which claim to be affiliated with UCFA.

Securities Offered Through Girard Securities Inc, member FINRA/SIPC. Girard Securities, Inc. is not affiliated with UCFA.