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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.

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Personal Wealth Management Investing

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.

Getting to know you
is what makes us, us.

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.

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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.