Welcome to United Capital Mill Valley

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

Speak with an Advisor Contact My Advisor

About Our Office

Everything we do is centered around you and the life you want.

Ultimately, money is just fuel. It’s nothing more than a resource to help you live your best possible life. The more you have, the more choices you have. For each person, a rich life means something different. You are unique, and your ideal life is different from everyone else’s.

As advisors of United Capital, we help money serve you and the life you want, not the other way around. Our firm has some of the most knowledgeable and caring advisors around the country, powered by a national team with the resources and proven systems to help you gain clarity, confidence, and control over your entire financial life.

We call it Financial Life Management. It will change your life and the way you think about money—one great decision at a time.

Meet Our Financial Advisor Team

Megan Sanders

MANAGER OF OPERATIONS

415-332-7433

Megan.Sanders@unitedcp.com

Our United Capital Team Location

655 Redwood Hwy, Ste 370
Mill Valley, CA 94941

Telephone: 415-332-7433
Facsimile: 415-388-5079

Get Directions

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.

Learn More
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.

Start Free Diagnostic
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.

Confirmation success!

Thank you for your submission.

We respect your privacy. Read our privacy policy here.

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

*Award not indicative of investment performance.