Can I live the life I want to live?
Retirement should be the long-awaited respite you’ve envisioned for so many years. By working with our trusted financial advisers now, you can rest easy knowing we are helping you to stay on track. We have been working with individuals and families in the Bucks County area for over 25 years, and are proud to help our clients enjoy life as stress-free as possible.
You work hard for your money and you should never have to worry about outliving your life savings. Our financial planners are dedicated to providing the lifetime income strategies you need to retire with confidence.
Serving the Bucks County area with hands-on financial guidance.
At United Capital, we can help you answer the most basic question: “Am I OK?” It’s hard to always know what’s best for your family. The world has changed and the old ways of wealth management no longer work. It’s time for a different way to manage your money and your family’s goals. This firm was built from the ground up to help ensure you’re able to live the life, and leave the legacy, you want.
Using a hands-on asset management process and cutting-edge technology, we do everything in our power to keep our clients focused on where they want to go before and during retirement, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach.
Find out why more individuals and families are choosing us as their financial advocate in the Bucks County area. Call us today and we’ll help you live the life you want to live!
*Award not indicative of investment performance.
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.
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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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, and an affiliate of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. United Capital does not provide legal, tax or accounting advice. Clients should obtain their own independent legal, tax or accounting advice based on their particular circumstances.. Cetera is under separate ownership from any other named entity.