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 the only national Financial Life Management company built for advisors with their clients in mind.
Grow your business efficiently with FinLife CX. Offering a reimagined client experience starts by focusing on your advisors and staff.
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.
*Award not indicative of investment performance.