About Us

United Capital provides independent wealth counseling focused specifically on meeting the needs of individuals, families and Non-profit organizations.

When working with clients either personally or corporately our process is the same. It is based on a discipline that has been cultivated by years of experience helping investors envision, nurture, and reap the rewards of their life's work.

Start with the end in mind

Now more than ever it is imperative to understand your short-, medium-, and long-term investment objectives. Only when you define the target and know the probabilities of success can you develop the right investment strategy based on your risk capacity not your risk tolerance. Rather than giving you all the risk you can handle we want to only take the risk necessary to accomplish your goals.

Nurture and protect your investment

Emotions can cloud investment decisions and in volatile markets it is more important then ever to have a disciplined process to control your portfolio's risk level. Let us show you how our process brings greater control to your portfolios risk exposure to provide more reliable and consistent investment performance for your family and/or your organization.

Keep it growing and maturing

In today's environment of increasing expectations and regulatory scrutiny both non-profit leaders and individuals want to understand the impact of changes to their financial future. The combination of our Financial Control Scorecard®, innovative reporting and analytical resources are brought together by our skilled team in a straight forward easy to understand way to help you with the important financial decisions giving you more control of your financial future.

Share in the bounty

United Capital understands that you invest to accomplish your purpose and reach your goals. We believe that our form of Wealth Counseling is exceptionally positioned to help you design, implement and modify, when necessary , a financial plan to accomplish your specific mission.

Let's start a conversation...

We can put our more than 50 years of combined experience serving families and organizations to work for you. The United Capital Rockford team wants to understand your purpose, goals and priorities. Once we understand those we can demonstrate how our Wealth Counseling process can lead to better financial decisions and more financial control.