We help our clients pursue their wealth management goals through careful advice, astute investment management and access to the capabilities and network of our firm. We think of wealth creation and management as a value chain of technical decisions and we are experts in guiding you through them all—financial planning, budgeting, saving, investing, taxes and estate structure. Guided by the constant principle that your interests always come first, our firm works with you every day to build the value you are looking for.
It all starts by letting us get to know you. You do the talking, we do the listening. We then have an Honest Conversation™ to prioritize your goals, analyze options, develop strategies and engage in your mission together. No one solution fits all, which is why we tailor solutions to meet the challenges and opportunities unique to your situation. We evolve with you seamlessly as your circumstances develop, measuring your progress and constantly adapting to change.
With more than 25 years of experience advising wealthy families, we have a depth and breadth of knowledge that is rare in a firm still small enough to deliver truly personal service. At United Capital Private Wealth Counseling we believe that our intense effort and dedication to fiduciary care are greater than one finds in most other organizations. We know our reputation lies in developing lasting relationships with our clients and our experience shows that if we serve you well, our own success will follow.
Our professionals are at the heart of your success. Here at United Capital Private Wealth Counseling, we have an uncompromising determination to achieve excellence in everything we undertake. Our people are armed with the tools—including enriching professional experiences, everyday coaching, timely and productive feedback, and high-quality learning and development opportunities—to deliver against our commitment to you each day.
Leadership, versatility, and integrity are the three main characteristics of our professionals. Through continuous learning, innovation, and professional growth and development, our employees are able to shape the future of our business. And while individual creativity is always encouraged, we have found that a team approach often produces the best results. Our clients have access to a deep bench of professionals operating in a culture of cooperation and group-think.
Click here to read the latest news feature from our office Managing Director, Terry Siman. Terry speaks to Financial Advisor magazine about how couples are not always financial compatible, but that doesn’t mean that they can’t work out a way for them both to live comfortably.