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.
*Award not indicative of investment performance.
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.
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.
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.
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.