Connect with a financial advisor: 833-346-5433
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United Capital Financial Advisors in Silicon 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℠.

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United Capital Financial Advisors Silicon Valley, Los Altos, CA

About Silicon Valley 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 Silicon Valley Financial Advisor Team

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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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.

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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.

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United Capital Wealth Management

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