Everything we do is centered around you and the life you want. Ultimately, money is just fuel. For each person, though, a rich life means something different.
Hear more about living richly™ from our Founder and CEO, Joe Duran.
Our firm has some of the most caring and knowledgeable advisors who can help you gain clarity, confidence, and control over your entire financial life.
United Capital is a national wealth management firm with the resources and proven systems to help our clients live richly.
*Statistics as of May 31, 2019
United Capital is under the guidance and leadership of an experienced, passionate team who work each day to reshape wealth management — to help people live richly™ by living the life they want.
Joe Duran was 34 years old when he and his partners sold their company to General Electric—an unimaginable outcome considering his childhood.
The PFE Group, a consulting affiliate of United Capital, has helped plan sponsors for more than 20 years operate qualified and non-qualified retirement plans. Our goal for every client is the same: an ERISA-compliant plan, which provides below-market cost administration and best-in-class investment managers. Learn more about Retirement Program Consulting.
*Award not indicative of investment performance.