Welcome to United Capital Houston

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 Advising Corporate Employees (ACE) program works with corporate employees to create personalized investment strategies so that you can have the retirement you want. Our goal is to be a part of our client's lives on a daily basis to help you live a better life and protect yourself from life's surprises.

Our advisers specialize in understanding employee benefits of Fortune 500 companies around the country. We recognize the importance of gathering comprehensive knowledge of any employer contribution plans, 401(k)s, pension benefits, life and health insurance, and non-qualified and retirement benefits. Our clients are in a wide range of industries, such as defense, energy, financial services, food and beverage, healthcare, technology, and telecom.

Meet Our Financial Advisor Team

Our United Capital Team Location

1177 West Loop South Suite 1685
Houston, TX 77027

Telephone: 713-552-9882
Facsimile: 713-552-9884

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Affiliated Offices


125 E. John Carpenter Frwy Suite 1200
Irving, TX 75062

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North Dallas

5810 Tennyson Parkway Suite 200
Plano, TX 75024

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San Antonio

17806 IH 10 W Suite 300
San Antonio, TX 78257

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1805 Shea Center Drive, Suite 220
Highlands Ranch, CO 80129

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55 Madison Ave Suite 300
Morristown, NJ 07960

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Local Happenings

May 17, 2019

Live Workshops

Our in-person educational workshops will help you provide clarity into your retirement.

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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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Securities offered through Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity. Check the background of this investment professional on FINRA's BrokerCheck.

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