Welcome to United Capital New Orleans

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

Our office was founded in 1994 to provide personalized portfolio management, strategic planning, and wealth management services for high net worth individuals. We provide our clients with enrichment programs designed to keep them informed, educated, and confident in their investment strategy and financial future.

We understand it is difficult to trust a company with your financial goals and investments. That is why most clients come to us as a referral from a trusted friend.

At our first complimentary meeting we'll get to know one another and understand what we need to accomplish together. During our next meeting, your strategy adviser will suggest options to attain your financial dream. When you are comfortable with our customized approach, we'll begin implementing your plan.

Meet Our Financial Advisor Team

Tom Baumler, CFP®

MANAGING DIRECTOR

985.727.2834

tom.baumler@unitedcp.com

Erwin Buck, CFP®

MANAGING DIRECTOR

985.727.2834

erwin.buck@unitedcp.com

Pam Dumonceau

MANAGING DIRECTOR

985.727.2834

pam.dumonceau@unitedcp.com

Nancy Rinker

WEALTH MANAGER

985.727.2834

nancy.rinker@unitedcp.com

Kara Farrow

DIRECTOR OF OPERATIONS

985.727.2834

kara.farrow@unitedcp.com

Lisa Aldrete

RELATIONSHIP MANAGER

985.727.2834

lisa.aldrete@unitedcp.com

Tae Eo

CLIENT SERVICE MANAGER

985.727.2834

tae.eo@unitedcp.com

Kendra Savage

RELATIONSHIP MANAGER

985.727.2834

kendra.savage@unitedcp.com

Jill Black

RELATIONSHIP MANAGER

985.727.2834

jill.black@unitedcp.com

Our United Capital Team Location

1120 North Causeway Boulevard, Suite #4
Mandeville, LA 70471

Telephone: 985-727-2834
Facsimile: 303-804-0111

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Affiliated Office

Denver/Greenwood Village

5655 S. Yosemite Street, Suite #450
Greenwood Village, CO 80111

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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

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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”), 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.