Welcome to United Capital Palm Desert

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 Palm Desert office, formerly Jensen Wealth Advisors, has served clients since 1989. Our team includes a CFP® professional, a CRPS designee, and two fully registered (Series 7) securities professionals. As part of United Capital, we have one mission - to provide trusted, fully transparent, wealth and investment advice to the hundreds of clients and their families who have entrusted us with this incredible responsibility and exciting endeavor. Seeing our clients implement strategies and recommendations that we and their other advisors have developed through truly knowing and understanding them is what drives us each and every day.

Success for our clients equals success for us.

Phone: 760.341.5242

Fax: 855.278.1168

Meet Our Financial Advisor Team

Erik Jensen, CFP®

MANAGING DIRECTOR

760.341.5242

erik.jensen@unitedcp.com

Dave Smith

DIRECTOR OF OPERATIONS

760.341.5242

dave.smith@unitedcp.com

Rick Matcham

RELATIONSHIP MANAGER

760.341.5242

rick.matcham@unitedcp.com

Veronica MacMillan

ADMINISTRATIVE MANAGER

760.341.5242

veronica.macmillan@unitedcp.com

Our United Capital Team Location

36921 Cook St, Suite 101
Palm Desert, CA 92211

Telephone: 760-341-5242
Facsimile: 855-278-1168

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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

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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. 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.