When it comes to money management, you may ask yourself:
United Capital advisors strive to demonstrate their value by going beyond just managing investments. We provide our clients the ongoing planning, coaching, and guidance needed to help you achieve the life you want. Furthermore, our advisors can help you plan for life’s many twists and turns by creating financial plans that we believe are easily adapted and updated.
We believe only a human can truly understand you and your unique circumstances. The benefits of working with a financial planner can be difficult to measure. Our advisors strive to go beyond a one-time, static financial plan or one-size-fits-all investment strategy. Starting a relationship with a financial planner begins a journey of having a professional continually evaluate your financial plan and investments.
While innovation is the new normal in today’s world, we have found that digital tools and systems may not be enough without an advisor who is there for their clients. That is why we believe working with someone who truly understands you and can help you make informed choices is the real secret to a life lived richly.
A United Capital advisor will provide you with the ongoing guidance you need to help you live you Live RichlySM including:
Our advisors strive to bring value with services that consider your entire financial life. The result is a plan you can stick to—and believe in.
United Capital Financial Advisers, LLC (“United Capital”), is an affiliate of Goldman Sachs & Co. LLC and subsidiaries of the Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. Investing involves risk and clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece to make decisions. The information contained herein is intended for information only, is not a recommendation to buy or sell any securities, and should not be considered investment advice. United Capital does not provide legal, tax or accounting advice. Clients should obtain their own independent legal, tax or accounting advice based on their particular circumstances.
United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”) is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization.
The information contained herein is intended for informational purposes only, is not a recommendation to buy or sell any securities, and should not be considered investment advice. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances. Please contact your financial adviser with questions about your specific needs and circumstances.
Information and opinions expressed by individuals other than GS PFM employees do not necessarily reflect the view of GS PFM. Information and opinions expressed in this article are as of the date of this material only and subject to change without notice.