Welcome to United Capital Scottsdale

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

Our highly experienced team of wealth advisers creates and executes customized wealth plans to meet your objectives. Our ideas are customized to each individual client; your goals, your dreams, your interests, and your life.

With over $2 billion in assets under management, our team brings considerable expertise to bear on behalf of our clients. We are true wealth advisers, offering unparalleled personal service, objective guidance, and keen insight to assist clients with every aspect of their financial life.

With offices in Denver, Colorado; Scottsdale, Arizona; Tucson, Arizona; Northbrook, Illinois our team serves a diverse group of individuals, corporations, foundations and public entities nationwide. Ours is a comprehensive, proactive process based upon safety, balance and stability.

Our philosophy of doing business is simple and straightforward.

First, every client relationship we have is precisely that – a relationship built on trust, respect, honesty and open communication. We are humbled by the faith clients place in us and tirelessly work to uphold it.

Second, we strive to preserve the capital you have worked so hard to accumulate, while growing it to meet investment and life goals. We love what we do and believe we do it better than anyone else.

Everything we do for clients is driven by these values.

Meet Our Financial Advisor Team

Seth Goldberg, CFP®

SENIOR WEALTH ADVISER

480-609-3080

seth.goldberg@unitedcp.com

Kim Mayo

RELATIONSHIP MANAGER

480-609-3080

kim.may@unitedcp.com

Sam Schlesinger

RELATIONSHIP MANAGER

480-609-3080

sam.schlesinger@unitedcp.com

Our United Capital Team Location

16427 N. Scottsdale Rd Suite 395
Scottsdale, AZ 85254

Telephone: 480-609-3080
Facsimile: 480-609-3085

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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.