Welcome to United Capital Davidson

Experience wealth management, reimagined.

Get clarity and control over your financial life — and focus on living the life you really want. See how we help you do it.

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Awarded #2 on Barron's Top 40 independent advisory firm list for 2018*

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About Our Office

At the United Capital Davidson office, previously Davidson Capital, we provide comprehensive wealth management services that coordinate your financial planning, investment management, and tax planning. The process is designed to assist you in making crucial decisions necessary to help preserve and grow your assets, to enhance the quality of your life, and to realize your personal and financial goals. We serve individuals, families, corporations, and charitable trusts. The goal of integrated approach to wealth management is to simplify your life, provide peace of mind, and help ensure that all components of your financial plan work together.

We are an independent registered investment advisory firm offering client-centered advice..  As a fee-only firm we strive to provide objective guidance focused on your unique needs and circumstances.

Our Services Include:

  • Investment Portfolio Management
  • Tax & Retirement Planning
  • Estate Planning consulting
  • Risk Management/Insurance
  • Education Funding
  • Retirement Plan Sponsor Consulting Services

United Capital can provide general tax planning guidance. United Capital does not provide legal advice or tax filing services. No United Capital advisers are attorneys. Estate planning can involve a complex web of tax rules and regulations. Please consider the counsel of an experienced legal professional before implementing any strategy.  

Why United Capital?

Financial Life Management

We’re not the typical wealth management firm. We looked around the industry and thought that there was a better way. So we created it. We developed a process that’s focused on helping you live your ideal life. One that continually adapts to the changing world and your changing circumstances. We call it Financial Life Management. And it’s totally unlike anything you’ve experienced before.

A Unique Approach

We’ll take the time to get to know you and understand the life you want to live. With collaborative, engaging digital tools, we’ll work with you to create a clear framework for living your ideal life. The result is a plan that’s dynamic and personalized — not one-and-done or one-size-fits-all.

Real Results

We help you align your decision-making with your ideal life, so you can achieve balance — and a healthy relationship with your money. That means we go beyond investments and investment results to help you live the life you want today. After all, isn’t that what a wealth manager is for?

United Capital: Imagine

Stan Dyl
Managing Director
Kimberly Chmielewski
Director of Operations
Taylor Wood
Independent Relationship Manager
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Stan Dyl, CPA

Managing Director

stan.dyl@unitedcp.com

With more than 30 years of experience guiding clients through complex financial situations, Stan has seen the value of developing comprehensive plans that help clients achieve their life goals. He began his career as a senior tax consultant with PricewaterhouseCoopers where he developed tax planning strategies for individuals, partnerships, and corporations. With a diverse background in financial, tax, and investment planning, Stan founded Davidson Capital in 1996 to provide comprehensive wealth management services to individuals, families, trusts, and corporations. Having witnessed the drawbacks of sales oriented financial service models, Stan envisioned an independent firm where the client would always come first. He is a Certified Public Accountant and serves as the Treasurer for the Charlotte Economics Club and is involved with Our Town's Habitat for Humanity. Outside of work Stan enjoys reading, kayaking and biking at the Carolina coast, traveling, and skiing with his wife and two daughters.

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Kimberly Chmielewski

Director of Operations

kimberly.chmielewski@unitedcp.com

Kimberly brings a diverse financial background with more than 20 years of banking and financial services experience to Davidson Capital, now United Capital Davidson.  After starting her career in the mid 90's with one of the largest retail banking institutions, it didn't take long for Kimberly to find her niche within the wealth management arena. Kimberly enjoys working with clients to help ensure they achieve their financial goals and are actively living the life they imagined.  She has a breadth of experience and knowledge in investor relations, operations and on-boarding.  Kimberly managed a boutique wealth management practice in Sarasota, Florida before relocating to the Lake Norman area with her family in early 2017.  Kimberly is an avid tennis player and when she's not on the court, she enjoys reading, hiking and spending time at her mountain home with her husband, two children and daughter-in-law.

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Taylor Wood

Independent Relationship Manager

taylor.wood@unitedcp.com

Taylor assists with retirement planning, client service and other facets of the financial planning process. Taylor graduated from the University of Georgia where she received a bachelor’s degree in Financial Planning. Outside of work, Taylor enjoys reading, hiking, trying out new restaurants and live music.

Start the conversation

705 Griffith Street Suite 301
Davidson, NC 28036
704.987.0288

*Award not indicative of investment performance.