Welcome to United Capital Fargo

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

What should I expect? A different approach—one that begins with you and the life you want to lead. We won’t pretend to know what’s right for you without really getting to know you and the life you want to lead. We won’t give you a one-and-done plan or a one-size-fits-all investment solution. We will get to know you. We will help you answer the most important question, “Can I live the life I want?” by integrating your life plan with your finances to bridge the gap between your ideal life and life you can afford.

Our approach:

  • Is driven by research and facilitated by trained advisers
  • Gives you a clear framework for deciding what’s right for you
  • Delivers dynamic plans and individualized investment portfolios
  • Incorporates collaborative, engaging and easy digital tools

Our Process

News

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Paul Jarvis and Joe Duran Introduction

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Joe Duran Discusses the Markets

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Maximize the One Life We Live

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How Emotions Affect Our Decisions

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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

Paul Jarvis
Managing Director
Stacey Robinson
Relationship Manager
Teresa Matthews-Fletcher
Director Of Operations
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Paul Jarvis, CFP®, CTFA

Managing Director

paul.jarvis@unitedcp.com

Paul Jarvis leads United Capital's office in Fargo, North Dakota. He works with both individual and corporate clients with an emphasis on retirement planning and family transitional wealth. His overarching goal is to help clients better understand their financial lives and make objective and informed decisions. He loves challenging the status quo and believes that clients are best served when they play an active role in the design and creation of their personal plans and strategies.

Paul’s responsibilities include advancing and coordinating the advice and financial planning activities at the Fargo office. His specialties lie in integrating and enhancing the advice and planning process and working strategically with clients on a variety of wealth counseling issues.

An often-requested speaker, Paul has presented at events including military financial readiness conferences, North Dakota Women’s Network and financial planning workshops. He is a recognized professional in wealth management appearing in The Wall Street Journal, USA Today, Investment News, CNN Money, Yahoo Finance, Hudson Star-Observer, Prairie Business Magazine and the Fargo Forum. Paul has also been featured on KFGO radio for a segment on retirement planning and was recognized as the only North Dakotan named to the Medical Economics magazine’s 2011 and 2012 Best Financial Advisors for Doctors list.

Paul is a CERTIFIED FINANCIAL PLANNER professional, Certified Trust and Financial Advisor (CTFA) certificant, and he earned his Bachelor’s Degree from the University of St. Thomas in St. Paul, where he studied Business Law and English. An avid golfer and outdoorsman, Paul lives in Fargo, North Dakota with his wife, Ann, and their three children.

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Stacey Robinson

Relationship Manager

stacey.robinson@unitedcp.com

Stacey Robinson is a Relationship Manager for the United Capital office in Fargo with 20 years of experience in the financial services industry. Her primary role is to provide top-tier support to firm clients and facilitate the relationship between clients and their financial planning teams. Stacey’s attention to detail ensures that strategies will be implemented to help meet the unique needs of clients and their families.

A native North Dakotan, Stacey is a graduate of the University of North Dakota with a Bachelor’s Degree in Business Administration. She graduated with honors from Cannon Trust School in 2003, earning the designation of Certified Trust and Financial Advisor. 

In her spare time, she is an avid UND hockey fan and looks forward to the college season each year. Stacey enjoys being active with her family and following her daughters’ competitive gymnastics team. Stacey lives in West Fargo with her husband, Mike, and their daughters, Sydney and Sofie.

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Teresa Matthews-Fletcher

Director Of Operations

teresa.matthews-fletcher@unitedcp.com

Teresa Matthews-Fletcher brings 20 years of experience in the financial advisory arena, with the previous eight years being at United Capital. Her vast knowledge of Compliance and Regulatory policies, combined with her experience with industry rules and regulations, are assets she brings to our team each day. She also manages back office-related activities with our custodial relationships and ensures our clients receive consistent, complete service at all times. Teresa keeps the trains on the tracks as she supports multiple advisers all across the country.

When Teresa finds spare time, she loves to travel and will pretty much go anywhere with a beautiful beach. She enjoys planning weekend trips and spending time laughing with her group of friends and family, especially Cody, her son.

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109 Roberts Street
Fargo, ND 58102
701-293-2076