United Capital Financial Advisors Expands Wealth Management Reach

United Capital Financial Advisors Expands Wealth Management Reach

United Capital Financial Advisors has made a significant move by acquiring The Paul Group, an esteemed advisory firm specializing in ultra-high-net-worth clients and managing an impressive $1.1 billion in client assets. This acquisition marks a pivotal moment for United Capital, allowing them to further strengthen their position in the investment advisory sector.

Benefits of the Acquisition

The addition of The Paul Group, with a dedicated four-person team boasting over three decades of experience, enhances United Capital's wealth management capabilities significantly. With established practices in key markets, they bring a wealth of knowledge to assist affluent families in navigating their complex financial landscapes.

Expertise and Experience

Jim Rivers, President of United Capital, expressed enthusiasm over the acquisition, stating, "We are thrilled to welcome this exceptional team to United Capital." He emphasized the perfect alignment of The Paul Group's expertise with United Capital’s commitment to delivering personalized wealth management and sophisticated investment strategies. Their proven ability to address intricate financial needs will greatly benefit clients on both coasts.

Streamlined Services for Clients

Geoffrey Paul, CEO of The Paul Group, highlighted the synergy between the two firms, noting that the partnership will enhance their capability to deliver extraordinary care to clients. He mentioned, "This partnership is the natural next step in our mission to provide extraordinary care for our clients." Combining their personal touch with United Capital’s extensive resources will create a truly unique offering in wealth management.

The Wealth Management Landscape

This merger not only adds to United Capital’s extensive expertise but also expands their service offerings. They are now able to provide comprehensive financial planning, investment management, and family office services designed for ultra-high-net-worth individuals and families. This allows for a greater capacity to address the complex needs of affluent clients effectively.

The Role of ECHELON Partners

ECHELON Partners played a crucial role in facilitating this transaction as the exclusive advisor to The Paul Group. Their knowledge of the industry and connections undoubtedly contributed to the successful integration of these two powerhouse firms.

About United Capital Financial Advisors

United Capital Financial Advisors stands as an independent wealth management firm committed to a personalized approach in handling finances. With proprietary investment strategies tailored for each client, United Capital focuses on building client portfolios that align with individual goals.

Frequently Asked Questions

What is the significance of the acquisition by United Capital?

The acquisition enhances United Capital's services by integrating The Paul Group's expertise in managing ultra-high-net-worth clients and their complex financial needs.

How will clients benefit from this merger?

Clients will gain access to a broader range of wealth management services, personalized investment strategies, and experienced professionals equipped to handle sophisticated planning processes.

Who are the key figures in this acquisition?

Jim Rivers, President of United Capital, and Geoffrey Paul, CEO of The Paul Group, are prominent figures leading the integration of their respective firms.

What services does United Capital offer?

United Capital offers comprehensive financial planning, investment management, business-specific services, and family office support tailored for affluent individuals and families.

What role did ECHELON Partners play?

ECHELON Partners served as the exclusive advisor to The Paul Group during the acquisition, providing industry insights and facilitating the transaction effectively.

About The Author

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