Welcome to United Capital McLean

Are you living the life you want? Talk with us about a proven, engaging approach to wealth management. We help you Live Richly℠.

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About Our Office

Financial planning is not an event, it is a process. Our principals are financial planning specialists who will work with you one-on-one, developing a deep understanding of your financial objectives, personal preferences, family situation and risk tolerances, and then design a life plan around you. Working as your personal CFO, we will meet with you regularly to:

Get to know you and your family and what’s important to you. Help you identify and prioritize your long-term goals. Create a vision of your future—your lifestyle, where you’ll live, and how much it will cost. Forecast the growth of your portfolio making realistic assumptions that you agree with, about the risk you are willing to accept and the investment returns you should realistically expect. Model different scenarios for achieving your goals showing you how different decisions—such as retiring a couple of years later or working part-time—can impact your nest egg. Help you make the best decisions that fit your current situation and long-term expectations.

Meet Our Financial Advisor Team

Our United Capital Team Location

1750 Tysons Boulevard, Suite 1500
McLean, VA 22102

Telephone: 301-493-6767
Facsimile: 301-493-7770

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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

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We’re here to listen. Tell us about yourself, and we’ll reach out to you at no cost or obligation.

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

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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.

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 & Business Continuity Plan.