Welcome to United Capital New York and New Jersey

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

The United Capital New York & New Jersey office is headed by Managing Directors Michael Duncan and Cary Carbonaro. Both Michael and Cary have deep roots within the New York & New Jersey areas with over 50 years of combined financial planning experience.

At the United Capital New York & New Jersey office we help our clients attain security and confidence. Our clients achieve this by working toward the goal of providing for themselves and the people they truly care about. We help clients identify their financial biases, and understand how these affect the way they make decisions about money.

Your finances play a major role in how you are able to live your ideal life. That’s why we are proud to be the nations first “Financial Life Manager”, a phrase coined by our CEO Joe Duran. Click here to read Joe’s personal story and learn about his inspiration to build United Capital as the country’s largest Financial Life Management firm.

Michael and Cary serve a wide network of clientele and are available to meet in Paramus, NJ and Manhattan, NY. We are also available to meet in our offices in Huntington,NY and Clermont, FL.

If you have any questions or would like to set up a consulting appointment call us at 201-301-8080 or email colleen.martinez@unitedcp.com.

Find out your Money Mind®!

Our United Capital team is located at:

Country Club Plaza
115 West Century Road, Suite 160
Paramus, NJ 07652

Telephone: 201.301.8080
Facsimile: 201.301.8090

Meet Our Financial Advisor Team

Michael Duncan

MANAGING DIRECTOR

201-301-8080

michael.duncan@unitedcp.com

Dawn Robertson

DIRECTOR OF OPERATIONS

201-301-8080

dawn.robertson@unitedcp.com

Chad Rishel, CFP®, CLU®

SENIOR WEALTH MANAGER

201-301-8080

chad.rishel@unitedcp.com

Maureen G. Groh, FPQP™

SENIOR RELATIONSHIP MANAGER

201-301-8080

maureen.groh@unitedcp.com

Colleen Martinez

CLIENT SERVICES MANAGER

201-301-8080

colleen.martinez@unitedcp.com

Our United Capital Team Location

115 W. Century Rd., Suite 160
Paramus NJ, 7652

Telephone: 201-301-8080
Facsimile: 201-301-8080

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Affiliated Offices

Clermont

20802 S Buckhill Rd.
Clermont FL, 34715

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Huntington

7 Platt Place
Huntington NY, 11743

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Local Happenings

Mar 25, 2019

UNITED CAPITAL BLOG

Combining Your Actions With Third-Party Expertise May Help Increase Your Chance of Financial Success
Read more

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.

Speak With A Financial Advisor

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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. 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.