Connect with a financial advisor: 833-346-5433
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United Capital Financial Advisors in Buffalo

Are you living the life you want? Consult a local advisor about a proven, engaging approach to wealth management. We help you Live Richly℠.

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Mimi Schanzlin and Peter J. Grogan, financial advisors in Buffalo, NY

About Buffalo Office

Everything we do is centered around you and the life you want.

Ultimately, money is just fuel. It’s nothing more than a resource to help you live your best possible life. The more you have, the more choices you have. For each person, a rich life means something different. You are unique, and your ideal life is different from everyone else’s.

As financial advisors of United Capital, we help money serve you and the life you want, not the other way around. Our firm has some of the most knowledgeable and caring financial advisors around the country, powered by a national team with the resources and proven systems to help you gain clarity, confidence, and control over your entire financial life.

We call it Financial Life Management. It will change your life and the way you think about money—one great decision at a time.

Meet Our Buffalo Financial Advisor Team

Our United Capital Team Location

374 Delaware Avenue Suite 105
Buffalo, NY 14202

Telephone: 716-332-1960
Facsimile: 716-332-1970

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Wealth Management and Financial Advisor Services To Help You Live Richly

At United Capital, a Goldman Sachs Company, our financial advisors believe it’s not just about money—it’s about your entire life. Money is just fuel for living the life you want, and living richly means something different for each person.

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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 affects 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. Discover your MoneyMind®now.

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United Capital Wealth Management

United Capital Financial Insights

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

*Award not indicative of investment performance.