Connect with a financial advisor: 833-346-5433
Connect with a financial advisor

United Capital Financial Advisors in Scottsdale - Paradise Valley

Are you living the life you want? Consult a local advisor about a proven, engaging approach to wealth management. We help you Live Richly℠.

Speak with an Advisor Contact My Advisor
United Capital Financial Advisors Scottsdale - Paradise Valley, AZ

About Scottsdale - Paradise Valley 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 financial advisors 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 Scottsdale - Paradise Valley Financial Advisor Team

Our United Capital Team Location

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

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

Get Directions

Affiliated Offices


1820 East River Road, Suite 230
Tucson, AZ 85718

Learn More

Denver - Colorado Springs

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

Learn More

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

Wealth Management and Financial Advisor Services To Help You Live Richly

At United Capital, a Goldman Sachs Company, our financial advisors believe it’s not just about money—it’s about your entire life. Money is just fuel for living the life you want, and living richly means something different for each person.

Learn More about Financial Life Management
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 affects 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. Discover your MoneyMind®now.

Start Free Exercise
United Capital Wealth Management

United Capital Financial Insights

Speak With a Financial Advisor

We’re here to listen. Tell us about yourself, and we’ll reach out to you at no cost or obligation.

Confirmation success!

Thank you for your submission.

We respect your privacy. Read our privacy policy here.

Want to speak with us now? Give us a call at 833-346-5433

Check the background of this investment professional on FINRA's BrokerCheck.

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.