Mission Statement
We understand the importance of financial control, the power of objectivity, and the value of customized solutions. During your life, your needs may change, but our philosophy will not. We will be your financial advocate, trusted partner and guide along this voyage. We are proud to help you live your One Best Financial Life™.
Working as One to Deliver Trusted Value
Based in both Houston and Dallas, United Capital of Texas provides customized retirement, tax, investment and estate planning solutions to meet your personal and business needs. Dedicated to helping our clients plan for both the expected and unexpected, we give you the knowledge and guidance you need to make financial decisions that help you to live your One Best Financial Life™.
At United Capital, we provide customized solutions that focus on each individual’s needs and objectives. Our wealth management resources deliver a powerful combination of local knowledge and nationwide expertise to ensure your ability to obtain and retain complete financial control.
You Are Unique
Your goals and aspirations, the way you live your life and the manner in which you hope it unfolds will evolve with time. Over the course of your life, change is the only constant. Sometimes we choose to retire sooner or give major gifts to people we care about. Other times, whether it's higher inflation or a change in the tax code, we don't have a choice. Whatever the cause, understanding how we should adapt to these changes while staying on course is the greatest challenge for every one of us in our financial lives.
Our firm was established with one goal in mind: to empower our clients with complete control over their financial lives. Our experienced and highly credentialed specialists work with your private wealth counseling team to create a completely customized financial solution for you and your family.