We’ve reinvented wealth management. We call it Financial Life Management. It will change the way you think about money—one great decision at a time.
When you understand what your money means to you, you can make clear, smart choices about your financial life.
We are built for financial advisors with their clients in mind. Power your growth. Be your clients' hero.
Every financial plan ever written is wrong.
Why do we work and what is money really for?
The difference between what we know we should do and what we actually do.
At United Capital, our financial advisors believe it’s not just about money—it’s about your entire life. Money is just fuel for living the life you want, and living richly means something different for each person.
Money means something different to each of us. Whether you see it as a way to enjoy life, protect yourself from pain, or take care of the ones you love, the way you feel about money affects the financial decisions you make every day.
When you understand what your money means to you, you can make clear, smart choices about your financial life. Discover your MoneyMind® now.
We partner with forward-thinking financial advisory firms and advisors who are planning-centric and obsessed with helping their clients live the life they want.
FinLife Digest is the weekly newsletter that delivers financial news, tips, and advice from United Capital experts and other leading sources.
We’re here to listen. Tell us about yourself, and we’ll reach out to you at no cost or obligation.
Want to speak with us now? Give us a call at 833-346-5433
*Award not indicative of investment performance.