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

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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United Capital Financial Advisors Davidson, NC

About Davidson Office

At the United Capital Davidson office, previously Davidson Capital, we provide comprehensive wealth management services that coordinate your financial planning, investment management, and tax planning. The process is designed to assist you in making crucial decisions necessary to help preserve and grow your assets, to enhance the quality of your life, and to realize your personal and financial goals. We serve individuals, families, corporations, and charitable trusts. The goal of integrated approach to wealth management is to simplify your life, provide peace of mind, and help ensure that all components of your financial plan work together.

We are an independent registered investment advisory firm offering client-centered advice.. As a fee-only firm we strive to provide objective guidance focused on your unique needs and circumstances.

Our Services Include:

United Capital can provide general tax planning guidance. United Capital does not provide legal advice or tax filing services. No United Capital advisers are attorneys. Estate planning can involve a complex web of tax rules and regulations. Please consider the counsel of an experienced legal professional before implementing any strategy.

Meet Our Davidson Financial Advisor Team

Our United Capital Team Location

705 Griffith Street Suite 301
Davidson, NC 28036

Telephone: 704-987-0288
Facsimile: 704-987-0292

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

*Award not indicative of investment performance.