PFM LP Legacy Guide new

Learn how to create a financial legacy around your values, priorities and beliefs to maximize return on life for the people and causes you care about.

  • Protect more of your assets from taxes
  • Pass on more wealth to future generations
  • Elevate charitable giving to extend your impact

Get our Creating your legacy guide.

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Our advisors are a partner in your corner, backed by the power of Goldman Sachs

  • Understand your mindset

    Your advisor goes deeper to see what shapes your view on money.

  • Your financial strategy

    Your advisor builds a plan based on your values, priorities, & beliefs.

  • Implement your plan

    Your advisor acts as a personal CFO, saving you time for what matters most.

United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”) and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Services are offered through United Capital Financial Advisers, LLC and/or GS& Co., member FINRA/SIPC.