833-346-5433

Welcome to United Capital Western Massachusetts

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

The United Capital office in Western Massachusetts provides comprehensive financial planning and investment management for our clients.

All of our planners are either CPAs who have earned the Personal Financial Specialist (PFS) accreditation as designated by the American Institute of Certified Public Accountants or Certified Financial Planners who have been certified by the Certified Financial Planner Board of Standards Inc. Our CPA/PFS and CFP professionals are cross-trained in tax, personal finance, retirement planning and investments.

Today, more than ever before, individuals and families are exhausted trying to keep up with the demands of effectively managing and coordinating their personal finances. We believe our clients come to us because they want objective, unbiased financial guidance from:

Our mission is simple: To help our clients and their families achieve greater peace of mind and financial security throughout their lifetimes by providing caring, comprehensive financial planning advice.

Though we have clients throughout the country, most of our clients have roots right here in the Pioneer Valley, including Holyoke, Springfield, Longmeadow, East Longmeadow, Wilbraham, Westfield, South Hadley, Northampton & Amherst.

Meet Our Financial Advisor Team

Daniel S. Kates, MBA, AIF, PPC

Senior Wealth Advisor Accredited Investment Fiduciary®

413-313-0030

daniel.kates@unitedcp.com

Heather Ankstitus

DIRECTOR OF OPERATIONS

413-313-0030

heather.ankstitus@unitedcp.com

Matthew Haddock

Relationship Manager

413-313-0030

matthew.haddock@unitedcp.com

Our United Capital Team Location

330 Whitney Ave, Suite 750
Holyoke, MA 1040

Telephone: 413-313-0030
Facsimile: 413-322-3356

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Local Happenings

Sep 17, 2019

CNBC

Weighing the pros, cons of long-term-care coverage

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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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