Welcome to United Capital Boston

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

Our team at United Capital works with a small group of clients who are interested in creating a personal, professional relationship that maximizes their financial potential. We invite you to contact us today to learn more about how we can help you pursue your financial goals.

You save. You invest. You have no idea what your money is really capable of accomplishing. You even hire so-called experts, knowing in advance they have other agendas. But you have a life, and becoming a financial watchdog over your assets on a full-time basis is not reasonably part of it.

What you need is an independent, financial specialist to organize your specific goals. Our United Capital team is that specialist.

Meet Our Financial Advisor Team

Chad Rishel, CFP®, CLU®

SENIOR WEALTH MANAGER

201-301-8089

chad.rishel@unitedcp.com

Michael Duncan

MANAGING DIRECTOR

201-301-8089

michael.duncan@unitedcp.com

Dawn Robertson

DIRECTOR OF OPERATIONS

201-301-8089

dawn.robertson@unitedcp.com

Maureen G. Groh, FPQP™

SENIOR RELATIONSHIP MANAGER

201-301-8089

maureen.groh@unitedcp.com

Colleen Martinez

CLIENT SERVICES MANAGER

201-301-8089

colleen.martinez@unitedcp.com

Our United Capital Team Location

101 Federal St. Suite 1900
Boston, MA 02110

Telephone: 201-301-8089
Facsimile: 201-301-8090

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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

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Securities offered through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC, and an affiliate of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. United Capital does not provide legal, tax or accounting advice. Clients should obtain their own independent legal, tax or accounting advice based on their particular circumstances. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on this site or visit the Cetera Advisor Networks LLC site. You can also view Cetera’s Privacy Policy, Important Disclosures & Business Continuity Plan.