Welcome to United Capital Boca Raton

Are you living the life you want? Talk with us about a proven, engaging approach to wealth management. We help you Live Richly℠.

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About Our Office

United Capital is a full service boutique multi-family office and financial life management firm providing the highest level of tailored solutions by highly skilled and talented professionals. Most wealth management services focus on one thing: your money. Our Signature Services take a different approach. We look at your entire life, and make sure your money goals are aligned with your life goals.

Our Managing Director, Kathleen Grace, was honored in the class of 2016 as Influential Business Woman of the Year by the South Florida Business Journal.

United Capital provides clients with independent, objective, and creative financial solutions structured to achieve their financial goals with an unsurpassed commitment to service excellence. Acting in a similar capacity as the client’s Chief Financial Officer, we coordinate the overall individual or family lifestyle plan concurrent with the ultimate financial goals. Timely execution and consistent monitoring of your personalized comprehensive plan is paramount to financial success.

Family Office Services
Our Family Office Team specializes in providing you with the tools and advice to help you reach your family financial goals. These services include, but are not limited to:

Meet Our Financial Advisor Team

Our United Capital Team Location

980 North Federal Highway Suite 400
Boca Raton, FL 33432

Telephone: 561-353-4440
Facsimile: 561-353-4445

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About Financial Life Management

We believe a persons financial life isn’t just about money; it’s about a their entire life. We help clients make better decisions by using our judgement, creativity, and empathy to guide and optimize how they make financial decisions.

That’s why we built United Capital: to reimagine wealth management so that money serves our clients and the life they want, not the other way around.

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Personal Wealth Management Investing

Discover Your MoneyMind®.

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 effects 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.

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United Capital Wealth Management

United Capital Financial Insights

Speak With a Financial Advisor

We’re here to listen. Tell us about yourself, and we’ll reach out to you at no cost or obligation.

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Want to speak with us now? Give us a call at 833-346-5433

*Award not indicative of investment performance.