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.
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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.
Your advisor goes deeper to see what shapes your view on money.
Your advisor builds a plan based on your values, priorities, & beliefs.
Your advisor acts as a personal CFO, saving you time for what matters most.
With over 240 advisors in 80+ offices across 30 states, you can find an advisor near you to create a financial plan tailored to your personal goals.
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.