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 office was founded in 1999, and provides comprehensive investment advisory services, financial planning and portfolio management to clients throughout the greater metropolitan Phoenix area and all regions of the United States.

We Do More Than Manage Your Money
We know that managing your portfolio isn’t a job for just anyone. The best advisers track more than just your investments. They also help you follow your dreams to become financially independent, so that you can live the lifestyle you have always envisioned for yourself, and your family.

We Take a Personal Approach to Your Investments
We like to get to know the person behind the portfolio. When we learn as much as we can about your personal goals, we design a custom financial plan with the proper mix of investments to provide the best opportunity for your long term success.

We Cater to a Diverse Client Base
Our extensive client base includes individuals, corporations, trusts, individual retirement accounts, pension and profit sharing plans, charitable organizations and other entities both taxable and tax-exempt. Our experience with a diverse mix of clients gives us a broad perspective on what investment style is suitable for your unique situation.

Meet Our Financial Advisor Team

Dave Lundgren, CWS

SENIOR WEALTH MANAGER

480-609-0255

david.lundgren@unitedcp.com

David Hughes, CFP®

SENIOR WEALTH MANAGER

480-609-0255

david.hughes@unitedcp.com

Stacy Culotta, CFP®

SENIOR WEALTH MANAGER

480-609-0255

stacy.culotta@unitedcp.com

Bob Bush

INVESTMENT STRATEGIST

480-609-0255

bob.bush@unitedcp.com

Our United Capital Team Location

7373 N. Scottsdale Rd. Suite A-250
Scottsdale, AZ 85253

Telephone: 480-609-0255
Facsimile: 480-483-7457

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Affiliated Offices

Tucson

1820 East River Road, Suite 230
Tucson, AZ 85718

Learn More

Denver/Colorado Springs

210 University Blvd. Ste., 550
Denver, CO 80206

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Albuquerque/Uptown

6565 Americas Parkway NE, Suite 810
Albuquerque, NM 87110

Learn More

North Shore

3400 Dundee Road Suite 350
Northbrook, IL 60062

Learn 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.

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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.