Hi, I’m , and I’ll be guiding you today

I’ll ask a few short questions, and then tell you how we can help you maximize your money


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Retirement Planning


Wealth Management

Financial Wellness Assessment

Fee Based Advisory Services


CHOOSE YOUR WEALTH ADVISORS

Let's get started

Are you retired?






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Do you have debt?

We recommend paying off high-interest debt before investing.

What are your primary reasons for investing?






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Questions? | Support Center | 08087186969 | Email Us

Do you have debt?

We recommend paying off high-interest debt before investing.

What are your primary reasons for investing?






. CONTINUE

Questions? | Support Center | 08087186969 | Email Us



Let's get started?

Are you currently investing?




.





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Are you currently investing?





. CONTINUE

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How much are your investable assets / How much do you want to invest?


Please use the total amount your household could potentialy invest. An estimate is fine

- you can update this at any time.


.
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Adeola (Wealth Advisor)


LOGIN SIGN UP

Analyzing potential benefits ...

Adeola (Wealth Advisor)


LOGIN SIGN UP
Ok, great. Let's review.

Based on what you told us, here are the poential benefits of investing



Investment advice when & where you need it

You get full access to our sofisticated online tools and personalized advice from our registered Advisors by phone, web conference, chat or email.

Holistic Financial Planning

We take your entire financial life into account, not just the portion we manage.

Act in your best financial interest

We act as a fiduciary on your behalf and fully abide by the Fiduciary Standard.

Optimize risk & return on your behalf

We do this through our smart portfolio management Strategy and Dynamic Tactical Weighting approach, which incorporates Modern Portfolio Theory.

Avoid hidden fees

Transparent management fee. Our fees are very competitve.


SIGN UP

STEP 1


Register & gather all your financial details

Gather all your external financial accounts and get a comprehensive view of your financial life. Once you have updated your accounts, schedule a free consultation with a United Capital Wealth Advisor.

STEP 2


Talk with an Advisor


We'll discuss your investing goals, risk tolerance, retirement and planning for the big stuff like a new baby, starting a business, saving for college or purchasing / remodelling your home.

STEP 3


Create your plan


You'll get a comprehensive assesment of your entire financial life. We'll help you indentify your retirement goals to make sue we build an investment plan that fits your needs.



Avoid hidden fees

Transparent management fee. Our fees are very competitve.


Your satisfaction is guaranteed.
It's our commitment to you.

Let's get started.





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OUR COMMITMENT TO YOU


At CCC, we are commited to providing our members with a great investing experience. If, for any reason, you are not completely satisfied with your membership account, we will do everything we can to mae it right, up to and including waving management fees for the next 90 days.

WHAT CAN CCC DO FOR YOU

I am years old and not retired



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Your satisfaction is guaranteed.
It's our commitment to you.

Contact Information

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Get FREE advisory from our Wealth Advisors
Adetola
Damilola


To sign up to become a member of CCC yo must have a minimum of Xxxxx AUM for an initial FInancial Plan. We will never sell this information to anyone. Ever.

Did you know?

More than XXX customers trust us with their money.

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CREATING CAPITAL

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.

CONTACT US

12th Floor, UBA House,
57 Marina, Lagos
Tel: +234-1-280-8862
wealthmanagement@unitedcapitalplcgroup.com

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