Connect with an advisor to help maximize your return on life.
Our advisors go deeper to understand your mindset — what shapes your view on money. Using those insights, they build a financial strategy with your values, priorities and beliefs at the center.
Small steps can lead to meeting big goals.
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Personal Financial Management
Planning built around your priorities
Our personal financial advisors believe wealth management is not just about investing for the future — it’s about managing your wealth so you can feel more confident about using your money to live the life you want today, while planning for tomorrow.
While there are many tools and resources out there to help you manage your money on your own, our advisors can help bring together the different aspects of your financial life, from investments and retirement funds, to your real estate and tax considerations to minimize financial stress and maximize your return on life.
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.