Invest in more with United Income from Capital One. More financial potential, more choices, more peace of mind, more family time. Powered by new technology, a team of experienced wealth managers, and the highest ethical standards we seek to unlock more effective ways to build wealth that endure over increasingly long and ambitious lives.
Getting the most out of your money starts with understanding the interrelationship of every financial decision and event in your life. Our solution allows us to analyze these relationships more thoroughly than has been possible before, fundamentally improving our ability to build wealth that can be sustained over longer, healthier lives.
And now it is available as an app!
What Members Get:
• Comprehensive Financial Planning
We provide a holistic planning service for everything from cash flow management to estate planning, all of which is integrated into a single decision-making engine that optimizes the set of decisions you face.
• Forecasting
Each member receives personalized insights into how their wealth, cashflow, taxes, spending, and other financial information may change in the future.
• Investment Management
Every member receives a personalized, custom portfolio, relying on our patent-pending investment methodology. We even consider and work around your outside holdings to give you a holistic wealth management plan.
• Tax Reduction
Our members receive automated tax reduction services, like tax-loss harvesting, account sequencing optimization, asset allocation, and more.
• Retirement Management
We provide personalized advice on Social Security, Medicare, retirement date planning, cash flow management, and other decisions you may face.