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United Capital Financial Advisors in Westport

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 Westport, CT

About Westport Office

Life is complex, particularly in the world of finance. Constant tax law changes and governmental regulation, coupled with fluctuation in both domestic and international markets, are causing many to become increasingly wary of taking on more risk than needed. Given these uncertainties, making sound financial decisions has become more and more difficult. Our office makes it a priority to help you meet financial priorities, achieve realistic targets and feel secure.

Most multi-planner practices tend to be “generalists,” being proficient at a number of pieces of the financial puzzle, yet being an expert at none……that is not how we operate. Our office employs a team approach, having built a team of seasoned financial and investment professionals, each with complementary areas of specialties.

Our team includes:
• Retirement Planning Specialist
• Insurance Specialist
• Business Planning Specialist
• Client Service Professionals

This allows our clients and prospects to enjoy “one-stop shopping” while resting assured their needs are being serviced in the following key areas: Investment Management, Retirement Planning, Business Planning, Estate Planning consulting, Tax Law, Risk Management and Insurance.

We actively involve our clients in the planning process by having them work closely with our in-house portfolio managers and planning specialists. This personal attention, combined with cutting edge technology, really helps bring our client’s financial and retirement plans to life.

Meet Our Westport Financial Advisor Team

Our United Capital Team Location

55 Greens Farms Road
Westport, CT 6880

Telephone: 203-226-0222
Facsimile: 203-226-0222

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

*Award not indicative of investment performance.