Complete Portfolio Management
United Capital of Texas provides individuals, families, business owners, and professionals with personalized financial planning services built around your unique goals, time frame, and tolerance risk. Our ongoing management process ensures that your financial strategies evolve with your changing needs to secure your financial future. By offering the personalized guidance you need from an adviser you trust, we can help you:
- Master every financial situation
- Confidently and quickly adjust to any unexpected financial event
- Comfortably pursue the life aspirations that are most important to you
Our team works together, combining our areas of expertise to manage each client’s portfolio to meet your unique needs and provide immediate, fact-based alternatives to address any unexpected event that requires a financial decision. The result: complete financial control and the confidence to live the lifestyle you desire.
Energy Specific Wealth Management
United Capital of Texas is an independent wealth advisory practice focused on the unique needs and risks associated with being an energy executive, as well as those individuals and family groups with energy- specific exposure.
A deep in-house bench of knowledgeable professionals allows us to work together as a full service wealth management organization to help simplify our clients' financial lives and make having money enjoyable, not a burden.
Click Here to request more information on various energy based opportunities.
Mergers and Acquisitions Guidance
For executives and employees of companies experiencing a merger, please click here for recommendations on managing this transition,
Complete Banking and Trust Services
We partner with financial institutions around the country to provide a complete array of banking services. The following types of services are available:
Cash Management Services
- Checking accounts
- Credit cards
- FDIC insured money market accounts up to $3 million
- ATM and check cards
- Online bill paying
Debt Facilities
- E-Loans against investments
- Line of credit
- Mortgages
Trust Services
We know that as time passes, and your family’s assets grow, there are ever expanding needs. In some cases trustee services are required. We can work with any delegated trustee you choose, or we can provide trust and administrative services for you. We work with personal trusts, irrevocable life insurance trusts, charitable trusts and special asset trusts.
Other Private Counseling Services
Families often need to create strategies for estate planning or tax minimization. We can work with your own legal team, or recommend attorneys who specialize in a particular area of need to ensure that your family is protected appropriately for whatever circumstance you are seeking to manage.