Welcome to United Capital Westport

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

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 Financial Advisor Team

Ashley Schexnaildre

DIRECTOR OF OPERATIONS/ WEALTH MANAGER

203-226-0222

Ashley.Schexnaildre@unitedcp.com

Olivia Vaccaro

MANAGER OF OPERATIONS

203-226-0222

olivia.vaccaro@unitedcp.com

Nina B. Arrigo

CLIENT SERVICE MANAGER

203-226-0222

nina.arrigo@unitedcp.com

Grisel Williams

ADMINISTRATIVE MANAGER

203-226-0222

grisel.williams@unitedcp.com

Christopher J. Dorsey, CFA, MSF

INVESTMENT MANAGEMENT ADVOCATE

203-226-0222

chris.dorsey@unitedcp.com

Dave Cass

VICE PRESIDENT, RISK MANAGEMENT

203-226-0222

dave.cass@unitedcp.com

Our United Capital Team Location

55 Greens Farms Road
Westport, CT 6880

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

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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.