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

We are people that care deeply about improving your world and we do the hard work to help make it happen. It's not just about your money, it's about your life. Our job is to have good people, a good process, and good judgment to help our clients make smarter choices. Our culture is unlike any other firms in our industry. We like it that way.

We help those planning to retire, focusing on where your life meets your finances. We assist in answering the question, “Will your money last?” and help to keep those already retired on track. Lastly, we help to simplify the complicated topics for those looking for a change.

Steve Pomeranz, CFP®, Managing Director, firmly believes his practice is built on three pillars: Competence, Caring, and Conservatism.

Competence - An adviser should know his business in-and- out.

Caring - Clients’ interests always come first.

Conservatism - He believes “slow and steady wins the race”.

For over ten years, Managing Director Craig Jaffe, CFP®, has been helping clients reach their One Best Financial Life® through his analytical skills, genuine care, and full commitment to United Capital Financial Life Management™. Craig uncovers what’s important to his clients by exploring financial fears and pitfalls, always putting their priorities and concerns first.

The Steve Pomeranz Show

The Steve Pomeranz Show is a weekly financial radio show featuring our very own, Steve Pomeranz, as the host. Airing since 2001, it reaches stations NPR and Public Radio stations nationwide.

The show educates and strives to protect listeners by providing money tips covering the entire financial spectrum. From preparing for retirement, buying and selling a home, and the insights gained from his very popular Great Investor Series, Steve keeps listeners on track to help make sound financial decisions.

For more information visit stevepomeranz.com (Available for Podcasting)

*By clicking on the link above for The Steve Pomeranz Show, you will leave United Capital’s website and assume total responsibility and risk for your use of the site you are linking to. United Capital makes no representations as to the completeness or accuracy of the information provided. Steve Pomeranz is a Managing Director for United Capital Financial Advisers, LLC, “United Capital,” and owner of The Steve Pomeranz Show. The Steve Pomeranz Show and United Capital are separate and unrelated companies.

Meet Our Financial Advisor Team

Craig Jaffe, CFP®

MANAGING DIRECTOR

561-362-7850

Craig.Jaffe@unitedcp.com

Erica Stimolo

MARKETING AND PR SPECIALIST

561-362-7850

erica.stimolo@unitedcp.com

Brenda Matani

DIRECTOR OF OPERATIONS

561-362-7850

brenda.matani@unitedcp.com

Our United Capital Team Location

980 N. Federal Highway, Suite 400-A
Boca Raton, FL 33432

Telephone: 561-362-7850
Facsimile: 561-362-9525

Get Directions

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.