Understand What’s Important

Goal-Based Investing with United Capital

Gaining clarity about your intentions and commitments is the first step to living the life you want. The unique approach United Capital takes to goal-based investing focuses on the importance of you and your financial advisor understanding the life you want to live.

Money Is Only Fuel

MoneyMind helps you understand how you and your loved ones relate to money. Understanding your biases around spending, saving, and planning is the first step to making clearer, smarter choices that connect your financial life to the life you want to live.

  • Uncover your strengths and challenges with finances.
  • Capture profound insights for discussion with your loved ones.
  • Analyze spending, saving, and planning tendencies.

Discover Your MoneyMind
United Capital Wealth Management

Focus On What You Care About

Our HonestConversations exercise helps focus you on the intersection between what matters to you and what you can control. It also gives you the opportunity to get on the same page with your loved ones about your financial goals and intentions.

  • Identify and clarify your intentions, motivations, and goals.
  • Discuss the trade-offs around decisions and priorities.
  • Use scoring to track and update progress on priorities.

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Investment Portfolios Tailored to Your Preferences

The InvestmentViewfinder helps you identify your investing preferences. Then, your advisor tailors your customized portfolio so it aligns with your financial plan, which helps you achieve your financial goals.

  • Facilitate an open dialogue about investments.
  • Track investment expectations on cost, performance, protection, and taxes.
  • Analyze your existing investment portfolio using integrated Morningstar® APIs to identify any gaps or shortfalls.

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Ready to talk about your financial life?

Speak with a Financial Advisor