A Full Range of Wealth Management Services to Meet Your Unique Needs
Our personal financial advisors partner with you to create a custom-tailored financial strategy to meet your complex financial planning, investing and estate planning needs.
Your advisor will work with you to understand your mindset, your view on money and how your life and money connect, through our proprietary HonestConversations® exercise. They’ll then create a plan based on your goals, needs and risk preferences with your values, priorities and beliefs at the center.
Portfolio Construction and Ongoing Oversight
After creating your custom financial plan, your advisor will put United Capital’s resources to work on your behalf.
You can expect:
A custom asset mix balanced to your goals for protection and growth
Construction and implementation of your strategy from a selection of carefully curated portfolio managers and strategies
Adjustments to your strategy as life unfolds to meet your evolving goals and circumstances
Legacy and Estate Planning to Help You Preserve and Gift Assets
Your advisor can help you connect with legal and tax advisors who can craft a custom estate plan (for a fee) that addresses your specific needs and goals.
Legacy planning can help you:
Manage your assets to provide for those you care about
Support philanthropic causes that are important to you
Communicate your wishes with your loved ones ahead of your passing
Avoid the probate process
Make the most of your legacy through tax minimization strategies
Let’s Have a Conversation
We welcome you to schedule a discussion with a financial advisor at no cost or obligation.
During this discussion, you will:
- Share your current situation and goals
- Receive an introduction to an advisor
- Get your financial questions answered
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