We strive to ensure that our clients achieve happiness by making wise decisions about their wealth as it reflects their values. We serve as your guide, helping you align your deepest values, beliefs and goals with your earning power and financial resources so that you can realize your dreams. We partner with you to create a meaningful, achievable, purpose-driven financial plan.
Every financial decision should be made in the context of your financial plan, containing specific and measurable milestones to keep you on the right course. At United Capital, we assist families in articulating their core values. We understand that goals and objectives change during your lifetime. Yet, your fundamental values rarely change. We provide you with a sounding board for all future challenges and opportunities. So, no matter what surprises life may offer, our process keeps you pointing towards your “True North”.
This approach affords us the opportunity to focus on your real priorities, or what really matters to you. More importantly, this allows us to mutually make changes and adjustments along the way. Through our unique process, we are then able to measure the probability of success and help you focus on achieving your dreams.
What We Believe
We believe in the value of relationships. We view every client relationship as a partnership, and truly believe that our success is a result of your success.
We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal attention is an experience in excellence and of the highest quality. We are committed to a continued investment of time and resources in professional education, state of the art technology and extensive business relationships that are indicative of our commitment to excellence.
Who We Serve
- Our clients are normally busy people who do not want to handle the details of their investments by themselves. Most of our clients share several of the following traits:
- Have a household net worth which ranges from $100,000 to over $25 million.
- Have investable assets managed by United Capital which range from $100,000 to $5 million.
- Self-made, entrepreneurial or living their best days enjoying the rewards of their hard work and efforts.
- Many currently own closely held businesses, or hail from energy and the medical industry.
- Seek an integrated approach to wealth management in addition to investment expertise and guidance.
- Desire an open architecture platform and collaboration with other trusted advisors.
- Are interested in alternative investments; want lower volatility than the stock market.
What Differentiates Us
Our process makes us unique. Unlike most advisory firms we can help you to create a Master Plan that focuses solely on your unique goals and circumstances. This is how most successful investors, including large institutions, make their decisions.
The process allows you to track your “funded status” along the way and make incremental changes, when necessary, based solely on your funded status using factors you can control.
The goal is not to compare yourself to others or some random benchmark but to give you confidence in achieving the goals you value, while avoiding undue sacrifice to your lifestyle and minimizing unnecessary investment risk.
Achieve Complete Financial Control
United Capital provides small business owners, entrepreneurs, retirees and individuals with personalized financial planning and advice built around your unique goals, objectives and risk need. By providing you with a powerful combination of financial advice with virtually unlimited access to the financial markets, we give you complete financial control. Our processes and dedication to bettering ourselves through education and access to the very best and latest information gives us the ability to prepare our clients for the changing seasons of our economy.
One thing we know for certain is that the economy is going to happen. Just like the seasons we face each year, our economy goes through changes as well. In our lifetime we will be faced with a spring of new growth and opportunity. At some point we will fall dormant, experiencing a time of self doubt and yearning for the good old days of growth. But one thing is for certain, we will eventually face a winter, maybe like the one that began with a blizzard of red ink in 2008 or worse yet, like that of the Great Depression.
What makes United Capital Private Wealth Counseling so special is our dedication to being the best. It is, “Our endless pursuit of excellence.” Although we do not hold a crystal ball, we are better prepared than most. Through our alliances and the constant evaluation of managers, funds, ETF’s, individual securities and bonds, we are able to better prepare you for what we are about to face.
No matter the season of the economy, our dedication to providing you with complete financial control starts with us working together.
Here is what makes United Capital so special:
Objectivity and Independence: We act as an advocate for the client rather than as a sales representative of a product. Our open architecture allows us to proactively seek the best solutions for our clients, without the conflicts of interest that are so prevalent in the financial industry.
Depth of resources: We focus on partnering with experts in the fields of tax, investments, financial planning, asset protection, wealth management and economics. Our nationwide team is comprised of Certified Financial Planners™, Chartered Financial Analysts™ and advanced degreed professionals.
Comprehensive Financial Planning: We take a holistic view of your net worth, going well beyond consideration of just your investable assets. Our unique Master Planning process allows us to provide the financial clarity and direction successful clients are looking for in the areas of cash flow management, tax strategies, estate planning, risk management, and much more.
Unique Investment platform: We do not manufacture any investment products. Our clients seek our objective advice to implement strategic and tactical investment allocations that encompass a “best of breed” approach in all facets of investing (utilizing specialty managers, passive investments, institutional funds, hedge funds, real estate, tax-free bonds and others).
Financial Control Score Card: Our unique process is designed to keep our clients focused, on track, educated and protected and to provide them with the confidence and freedom of real financial control so that they can live their one best financial life without fear or sacrifice.
To help prepare for the unexpected, United Capital works together with your CPA and Lawyer to assess your personal aspirations and financial constraints, continuously monitor your situation, mark your progress and make necessary adjustments. You set the vision. We provide the people, processes and expertise to manage even the most unexpected life events. We bring your vision to life.