Welcome to United Capital Boca Raton

Experience wealth management, reimagined.

Get clarity and control over your financial life — and focus on living the life you really want. See how we help you do it.

About Our Office

United Capital is a full service boutique multi-family office and financial life management firm providing the highest level of tailored solutions by highly skilled and talented professionals. Most wealth management services focus on one thing: your money. Our Signature Services take a different approach. We look at your entire life, and make sure your money goals are aligned with your life goals. 

Our Managing Director, Kathleen Grace, was honored in the class of 2016 as Influential Business Woman of the Year by the South Florida Business Journal. 

2016_IBW-Copy.jpg#asset:2459

United Capital provides clients with independent, objective, and creative financial solutions structured to achieve their financial goals with an unsurpassed commitment to service excellence. Acting in a similar capacity as the client’s Chief Financial Officer, we coordinate the overall individual or family lifestyle plan concurrent with the ultimate financial goals. Timely execution and consistent monitoring of your personalized comprehensive plan is paramount to financial success.

Family Office Services
Our Family Office Team specializes in providing you with the tools and advice to help you reach your family financial goals. These services include, but are not limited to:

  • Oversight and coordination of of estate, income tax, cash flow, risk management and investment strategies with client’s other advisors
  • Cash management services, tracking and monitoring of cash flow
  • Liaison to banking services and relationships
  • Analysis of financial issues
  • Assistance with planning for future cash flow needs
  • Estate, education and philanthropic planning
  • Risk Management/insurance review consulting
  • Tax planning
  • Business succession planning
  • Financial statement recordkeeping, compilation of books and reports
  • Review and/or negotiation with client’s vendors and services providers to help determine best options for clients
  • Nuptial planning
  • General financial advice
  • Financial Concierge

Kathleen Grace in the News

Barron's Next

6 ways to keep your New Year’s resolutions

Read More

U.S. News & World Report

Lessons from 7 women who broke Wall Street’s glass ceiling

Read More

The Washington Post

Gray divorce can drag both parties into the red

Read More

U.S. News & World Report

8 millionaire money tips for the rest of us

Read More

The information being provided is strictly as a courtesy. When you link to any of the web sites provided herewith, you are leaving this site. We make no representations as to the completeness or accuracy of the information provided at these sites. Nor is United Capital liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technology, sites, information and programs made available through this site. By clicking on the link above you will leave our web site and assume total responsibility and risk for your use of the site you are linking to.

Why United Capital?

Financial Life Management

We’re not the typical wealth management firm. We looked around the industry and thought that there was a better way. So we created it. We developed a process that’s focused on helping you live your ideal life. One that continually adapts to the changing world and your changing circumstances. We call it Financial Life Management. And it’s totally unlike anything you’ve experienced before.

A Unique Approach

We’ll take the time to get to know you and understand the life you want to live. With collaborative, engaging digital tools, we’ll work with you to create a clear framework for living your ideal life. The result is a plan that’s dynamic and personalized — not one-and-done or one-size-fits-all.

Real Results

We help you align your decision-making with your ideal life, so you can achieve balance — and a healthy relationship with your money. That means we go beyond investments and investment results to help you live the life you want today. After all, isn’t that what a wealth manager is for?

United Capital: Imagine

Kathleen A. Grace
Managing Director
Tabitha LeTourneau Meyerer
Managing Director
close

Kathleen A. Grace, CFP®, CIMA®

Managing Director

Kathleen A. Grace, CERTIFIED FINANCIAL PLANNER (CFP®) professional and Certified Investment Management Analyst (CIMA®), is a Managing Director of United Capital Financial Advisors. She advises affluent families, Fortune 500 executives, entrepreneurs and institutions throughout the country on all facets of financial planning, helping them chart a financial course with the goal of lifetime wealth creation.

With over 20 years of extensive experience, Kathleen began her career working with Commodity Futures at the Chicago Board of Trade. She has also held executive positions with RSM McGladrey, Inc., Capital Planning Group, Merrill Lynch Private Client Group and Citigroup.

Kathleen earned a Bachelor’s Degree in Business Administration in Finance from the University of Miami and completed her CFP® curriculum at Nova Southeastern University School of Business. She has been a guest lecturer on a variety of financial topics to groups and universities, including the Wayne Huizenga Graduate School of Business and Entrepreneurship. In addition, Kathleen was awarded the CIMA® designation presented by the Investment Management Consultants Association with education and curriculum through the Wharton School of Business. The CIMA® designation is a professional designation exclusively for investment management consultants. Kathleen served as a subject matter expert for the CIMA® certification exam.

Kathleen was honored in the class of 2016 as Influential Business Woman of the Year by the South Florida Business Journal. She is a frequent contributor to print, radio and television media. She currently serves as Executive Board Member and Co-Chair of the Starfish Circle Initiative of Women In Distress, as former Florida Atlantic University Foundation Board Member and Chair of the Investment Committee as former Advisory Board Member for the Broward Bank of Commerce, and actively supports the Unicorn Children’s Foundation.

Kathleen is also the author of international best-seller Prince Not So Charming®, a financial planning novel.

close

Tabitha LeTourneau Meyerer, CFP®

Managing Director

Tabitha LeTourneau Meyerer is a CERTIFIED FINANCIAL PLANNER (CFP®) professional, specializing in personal financial analysis and strategic financial planning for high-net-worth individuals. As Co-Founder of Excelsior Capital Advisors, LLC, now a Managing Director of United Capital Financial Advisors, Tabitha is responsible for the overall operations, including client service coordination, implementation of investment strategy, financial planning, concierge services and compliance monitoring.

With over 14 years of experience, Tabitha has extensive knowledge in relationship management for affluent families. Her expertise includes coordinating and implementing various financial services for high-net-worth clients, such as personal financial planning, investment management, risk management and estate planning. Prior to co-founding Excelsior Capital Advisors, LLC, Tabitha held executive service positions for RSM McGladrey, Inc. and SunTrust Bank.

Tabitha earned her Bachelor's of Business Administration in Finance and Management from the University of Florida in 1999. In addition, she completed her CFP® curriculum from Florida Gulf Coast University in 2002.

Tabitha serves as Treasurer for the Unicorn Children's Foundation and has chaired main fundraising events for the Unicorn Children's Foundation and the Boca Raton Historical Society. She served on the Board of Directors and Conference Planning Committee for the South Florida Financial Planning Association for five years.

Start the conversation

980 North Federal Highway Suite 400
Boca Raton, FL 33432
561-353-4440