Who We Serve

Our clients are normally busy people who do not want to handle the details of their investments by themselves. Most of our clients share several of the following traits:  

• Have a house hold net worth which range from $2 million to over $200 million
• Have investable assets managed by United Wealth Management which range from $500,000 to $100 million
• Self-made, entrepreneurial or living their best days enjoying the rewards of their hard work and efforts
• Many currently own closely held businesses, or hail from agriculture and the real estate industry
• Seek investment expertise, guidance as well as an integrated approach to wealth management
• Desire an open architecture platform and collaboration with other trusted advisors
• Are interested in alternative investments; want lower volatility than the stock market
• Are involved with charitable gifting and may have family foundations or donor-advised funds 

What Differentiates Us 

From the beginning, United Capital, formerly United Wealth Management, was built on the idea of providing an operational infrastructure that supports our belief in a culture of client service. Operating as a business rather than a collection of individuals, we have solid systems and processes in place to ensure quality results in operations, services, design and management of your plan and your assets. 

Together, once we have articulated your core values and designed your Master Plan, we can then bring your full team of advisors into alignment. After all, we serve you and when contemplating a strategy or idea, together we can best assess how it may correlate with your core values.

Achieve Complete Financial Control

United Capital provides small business owners, entrepreneurs, retirees and individuals with personalized financial planning and advice built around your unique goals, objectives and risk tolerance. By providing you with a powerful combination of financial advice with virtually unlimited access to the financial markets, we give you complete financial control. Our processes and dedication to bettering our selves through education, access to the very best and latest information gives us the ability to prepare or clients for the changing seasons of our economy.

One thing we know for certain is that the economy is going to happen. Just like the seasons we face each year, our economy goes through changes as well. In our lifetime we will be faced with a spring of new growth and opportunity, maybe like the one we have been enjoying since 1982. At some point we will fall dormant, experiencing a time of self doubt and yearning for the good old days of growth. We might experience something like what we went through from 2000 to 2003 or the recession in the early 90’s. But one thing is for certain, we will eventually face a winter. May be like the one Japan has been going through for since 1990, or what our economy experienced from 1968 to 1982 or maybe worse yet like that of the Great Depression.

What makes United Capital so special is our dedication to being the best. It is, "Our endless pursuit of excellence." Although we do not hold a crystal ball, we are better prepared than most. Through our alliances with HS Dent Advisory Network, GMO, La Jolla Economics, Ed Slott and the constant evaluation of managers, funds, ETF’s, individual securities and bonds, we are able to better prepare you for what we are about to face.

No matter the season of the economy, our dedication to providing you with complete financial control starts with us working together.

Here is what makes United Capital so special:

Objectivity and Independence: We act as an advocate for the client rather than as a sales representative of a product. Our open architecture allows us to proactively seek the best solutions for our clients, without the conflicts of interest that are so prevalent in the financial industry.

Depth of resources: We focus on partnering with experts in the fields of tax, investments, financial planning, asset protection, wealth management and economics. Our partners include the Harry Dent, Ed Slott, GMO and La Jolla Economics to name a few. Our nationwide team is comprised of Certified Financial Planners™, Chartered Financial Analysts™ and advanced degreed professionals.

Comprehensive Financial Planning: We take a holistic view of your net worth, going well beyond consideration of just your investable assets. Our unique plan first process allows us to provide the financial clarity and direction successful clients are looking for in the areas of cash flow management, tax strategies, estate planning, risk management, and much more.

Unique Investment platform: We do not manufacture any investment products. Our clients seek our objective advice to implement strategic investment allocations that encompass a "best of breed: approach in all facets of investing (utilizing specialty managers, passive investments, institutional funds, hedge funds, real estate, tax-free bonds and others).

Financial Control Score Card: Our unique process designed to keep our clients focused, on track, educated and protected and to provide them with the confidence and freedom of real financial control so that they can live their one best financial life with out fear or sacrifice.

To help prepare for the unexpected, United Capital works together with your CPA and attorney to assess your personal aspirations and financial constraints, continuously monitor your situation, mark your progress, and make necessary adjustments. You set the vision. We provide the people, processes and expertise to manage even the most unexpected life events. We bring your vision to life.