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

News & Events

Click here to watch
our latest appearance on
CNBC - Where To Put Your Money Now
Older Appearances

June 2010 - Joe Duran, CEO on Fox Business “COUNTDOWN to the CLOSING BELL”

May 2010 - May Interim Market Update – The PIIGS & The Market's Current Volatility.

May 2010 - The UNITED Perspective "When these PIIGS Came to Market"

April 2010 - Market Month

January 2010 - "Quarterly Market Update"

September 2009 - "Quarterly Market Update - Q4"

August 2009 - "Rich Man's Recession"

July 2009 - "When Two Geese Equal a Black Swan"

June 2009 - "Interim Market Update"

April 2009 - "Quarterly Market Update"

February 2009 - "The Silver Bullet"

January 2009 - "Market Update"

January 2009 - "The Value of Advice"

December 2008 - "Bailout Nation"

November 2008 - "United Capital Adds More Advisers to Fold"

November 2008 - "The Global Liquidity Squeeze"

November 2008 - "Market Update & The Election"

October 2008 - "After a Crash"

October 2008 - “The Global Liquidity Crash of 2008”

October 2008 - Quarterly Newsletter

October 2008 - "Deal or No Deal"

September 25th-27th - Kelly Trevethan and Mike Miller Present 401 (K) Consulting Workshop IMCA 2008 Fall Professional Development Conference Denver, CO

September 2008 - "A New Way to Pay" Michael Miller ERISA Commentary

September 2008 - "Stealing Headlines"

September 2008 - "Attack of Fear"

September 2008 - "Finally a plan"

September 2008 - "Buy out or Bail Out?"

September 2008 - Joe Duran on CNBC

January 2007 - Perfect Effort Charity Gala.

October 2006 - Miami Society of Plastic Surgeons.

August 2006 - The 20th Annual Symposium on the Latest Advances in Facial Plastic Surgery.

Spring 2006 - "Medical Practice Retirement Plans — The Perils of Excessive Choice", Article in the Bulletin of the American Association of Neurological Surgeons.

January 2006 - "Eggs in a Basket — The role of diversification in a portfolio", Article in the Bulletin of the American Association of Neurological Surgeons.

Winter 2006 - University of Michigan, Department of Neurosurgery Grand Rounds, "Financial Priorities from a Physician's Perspective", TBA.

September 2005 - Medical Staff Grand Rounds, "Financial Priorities for Physicians", Alta Bates Summit Medical Center, Berkeley, CA.

November 2005 - Resident Career Event, "Financial Priorities for the Young Physician", Stanford University, Department of Anesthesiology.

Fall 2005 - "Financial Planning and the Neurosurgeon — A perspective from both sides of the fence", Article in the Bulletin of the American Association of Neurological Surgeons.

--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.