Welcome to United Capital Davidson

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

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About Our 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 Financial Advisor Team

Stan Dyl, CPA

MANAGING DIRECTOR

704.897.6810

stan.dyl@unitedcp.com

Taylor Wood

INDEPENDENT RELATIONSHIP MANAGER

704.897.6934

taylor.wood@unitedcp.com

Our United Capital Team Location

705 Griffith Street Suite 301
Davidson NC, 28036

Telephone: 704.987.0288
Facsimile: 704.987.0282

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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

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.

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*Award not indicative of investment performance.