PERSONALIZED GUIDANCE FOR YOU
Retiring, buying a home, having a child – these are exciting life moments that come with so many financial questions. Our tools and experts are here to help guide you along the way.
Investing for your goals
Get personalized advice based on your needs
We start with your goal – the reason you’re investing. Then, we make various recommendations: risk level, amount to invest, and type of account.
I am years old and interested in
WE’RE HERE FOR THE MOMENTS YOU HOPE FOR – AND FOR THE ONES YOU MIGHT NOT EXPECT.
If you’re planning to buy a home…
We’ll create a slightly more conservative portfolio, given that this is a short-to medium term goal.
If you’re planning for retirement…
We’ll advise you on how much to save, what types of instruments to invest in, and an optimal risk level based on when you want to retire.
If the market goes down…
We’re prepared, because our advice model factors in market downturns. We’ve also put guardrails in place to help prevent you from making decisions in the heat of the moment.
If you have a baby…
We’re here to help you invest for your child’s future.
If you receive an inheritance…
Our experts can advise on how to invest it.
If you’re not sure what to save for…
We have a goal for that. Often you don’t have a specific reason to save but still want to grow your wealth over time. Allowing for flexibility, we’ll provide allocation guidance according to the number of years you want to stay invested.
Your money in one place
Get advice on your outside investments. You can sync your outside accounts, such as other investments and bank accounts, to see if you’re losing money to high fees and invested cash.
Best of both Worlds
Lean on licensed experts and round-the-clock technology. Our technology helps you get better returns, and our licensed financial advisors are here if you need them-anytime, anywhere.
The goal of investment advisory is to help investors manage their money more effectively. However, the spirit behind such advice is education, including educating investors on their investments and how they work. It’s with this purpose in mind that the Private Wealth team at United Capital form “Creating Capital” Community groups. Creating Capital is the Online subscription-based version of United Capital’s Private Wealth services.
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