The United Capital team in Northern Shenandoah Valley provides financial advice and investment counseling to help you achieve your financial goals. As one of our clients, you will have a personal financial adviser who will coordinate the management of your investment portfolio with specialists in the areas of Investment Management, Tax Planning, Risk Management, Retirement Planning, and Estate Planning.

Your adviser is always available to you and will also provide:

  • Online access to a dashboard summarizing your account balances and distribution
  • Regular updates and summaries of your portfolio’s performance
  • Formal meetings to conduct a full portfolio review
  • Regular updates describing relevant market trends and the economy
  • Other interesting items and tidbits as your advisor comes across them

We invite you to visit our website, read more about our team, and learn how we can help you achieve your financial goals.