Welcome to United Capital Western Massachusetts

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

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

James "Jim" Barrett, CPA/PFS, MST

TAX & BUSINESS PLANNING CONSULTANT

413-313-0030

james.barrett@unitedcp.com

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

Jun 14, 2019

CNBC

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

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

*Award not indicative of investment performance.