Welcome to United Capital Great Falls

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

The United Capital office in Great Falls has a diverse client base that includes wealthy families, individuals, trusts, corporate retirement/pension plans and foundations. We have clients located across the United States, Canada and Europe.

Our goal is to build a long term trust relationship with you providing ongoing financial advice to help your family or business make better financial decisions. It is a relationship in which we gain a full understanding of your overall financial situation. For individual clients, our relationship very often spans multiple generations. It is this close relationship that sets us apart from the large investment, insurance and banking organizations.

United Capital earns #2 ranking on Barron's Top 40 List for 2018. READ MORE

Meet Our Financial Advisor Team

Our United Capital Team Location

746 Walker Road, Suite 16
Great Falls, VA 22066

Telephone: 703-759-7007
Facsimile: 703-759-5508

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Local Happenings

Jun 14, 2019

The Money Navigator

The Money Navigator provides key insights into human economic behavior, the many reasons why investors make poor deci...

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Jun 14, 2019

Easy Essays on Economics

Most books about economics either focus granularly on extremely complex subject matter or conversely, provide a curso...

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Jun 14, 2019

The Divorce Dance

"I want a divorce " are four words that will change your life forever. Whether you're declaring divorce or forced to ...

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

*Award not indicative of investment performance.