Welcome to United Capital Boca Raton

Are you living the life you want? Talk with us about a proven, engaging approach to wealth management that helps you live richly.

Speak with an Advisor Contact My Advisor

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

Shelby Tatz

SENIOR RELATIONSHIP MANAGER

561-353-4440

shelby.tatz@unitedcp.com

Peter Kim

PORTFOLIO MANAGER

561-353-4440

peter.kim@unitedcp.com

Our United Capital Team Location

980 North Federal Highway Suite 400
Boca Raton, FL 33432

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

Get Directions

Local Happenings

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.

Learn More
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.

Start Free Diagnostic
United Capital Wealth Management

United Capital Financial Insights

The Human Connection is What Matters Most

Our advisors have access to many high-quality services that enable us to ensure that your money is always working throughout your life towards the life you want.

Confirmation success!

Thank you for your submission.

We respect your privacy. Read our privacy policy here.

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

*Award not indicative of investment performance.