Welcome to United Capital Silicon Valley

Are you living the life you want? Talk with us about a proven, engaging approach to wealth management. We help you Live Richly℠.

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About Our Office

At the United Capital office in Silicon Valley (previously known as Bedrock Capital Management), we provide comprehensive, personalized wealth management services for high-net-worth individuals and families. As a fee-only adviser and fiduciary, we deliver independent, objective guidance. We couple cutting-edge technology with sophisticated and sound asset allocation techniques to create wealth management plans designed to help you maximize what you have worked so hard to achieve. Because life can be dynamic, with shifting economics, changing tax laws, and new family and personal goals, we monitor your individual plan on an on-going basis. So you may rest assured that your financial plan will be fine-tuned to help you meet your goals and life dreams. Now and in the future. We call that peace of mind.

Meet Our Financial Advisor Team

John Han, CIMA®

WEALTH ADVISER

650-964-7024

john.han@unitedcp.com

Elyse Costanzo

RELATIONSHIP MANAGER

650-964-7024

elyse.costanzo@unitedcp.com

Chris Piega

PORTFOLIO SPECIALIST

650-964-7024

chris.piega@unitedcp.com

Sharon Paratte

RELATIONSHIP MANAGER

650-964-7024

sharon.paratte@unitedcp.com

Praggie Kumar

CLIENT SERVICE MANAGER

650-964-7024

praggie.kumar@unitedcp.com

Our United Capital Team Location

4300 El Camino Real, Suite 205
Los Altos, CA 94022

Telephone: 650-964-7024
Facsimile: 650-964-7037

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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

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

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