Welcome to United Capital Moline

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

We provide a highly personalized, independent, and holistic approach to wealth management for a select group of clients. We act as a personal CFO for each family we serve. This means we begin each relationship with a clean sheet of paper and seek to understand your family’s goals and what is important to you from both a financial and life management perspective. From this starting point, we partner with your family to develop investment and life management strategies that may help you live richly, instead of simply dying rich. Along the way, we strive to be your strongest advocate and gatekeeper as we guide you through a complex and ever-changing investment landscape.

As a fee-only registered investment adviser, we have a fundamental fiduciary
duty to provide you advice that is in your best interest, not our own. We treasure our
independence, and we do not accept any form of compensation other than the agreed-upon fees paid to us by our clients.

From an investment management perspective, we use an open-architecture approach. This means that we are able to seek best-in-class third-party strategies and investment managers to help fill every allocated role within your customized portfolio.

We strive to seek out the best and the brightest in each category to help manage the different sleeves of your portfolio for you.

You should have your own best-of-breed team of professionals to serve you. Based on this philosophy, we partner with other professionals, such as attorneys and CPAs,
whom your family has chosen. We understand the importance of estate planning and tax management within a wealth management environment and will work with your lawyers and accountants to help mitigate the negative impact of taxes, attain your charitable goals, and pass assets on to the next generation according to your wishes.

Our team has a wealth of experience and depth of background uncommon amongst other advisors, which we believe help make us uniquely qualified to serve our select clientele. Our senior members average more than 20 years of experience. Two of these members have led wealth management teams for nationally recognized firms. Our team also consists of individuals who hold some of the following credentials- including CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, Juris Doctor (JD), and Masters of Business Administration (MBA). But we’re more than our resumes and credentials. At our core, we’re independent advisors who is striving to give you honest, unbiased guidance in a world riddled with conflicts of interest. We invite you to experience truly independent wealth management with United Capital Moline.

Meet Our Financial Advisor Team

Ted Baker, CFA

MANAGING DIRECTOR

309-762-0111

ted.baker@unitedcp.com

Tait Johnson, CFA

MANAGING DIRECTOR

309-762-0111

tait.johnson@unitedcp.com

Rian Waterman

WEALTH MANAGER

309-762-0111

rian.waterman@unitedcp.com

Ryan Trimble

DIRECTOR OF OPERATIONS

309-762-0111

ryan.trimble@unitedcp.com

Kristy Tripp

CLIENT SERVICE MANAGER

309-762-0111

kristy.tripp@unitedcp.com

Kathi Mandel

CLIENT SERVICE MANAGER

309-762-0111

kathi.mandel@unitedcp.com

Nancy Foster

CLIENT SERVICE MANAGER

309-762-0111

nancy.foster@unitedcp.com

Our United Capital Team Location

1509 River Drive
Moline, IL 61265

Telephone: 309-762-0111
Facsimile: 309-762-0127

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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.