United Capital Financial Advisors

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Irving, TX
United Capital Financial Advisors

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United Capital is a registered investment advisor providing comprehensive investment planning.

11/03/2026

𝐘𝐞𝐚𝐫-𝐞𝐧𝐝 𝐢𝐬 𝐜𝐥𝐨𝐬𝐞𝐫 𝐭𝐡𝐚𝐧 𝐢𝐭 𝐥𝐨𝐨𝐤𝐬. 𝐈𝐬 𝐲𝐨𝐮𝐫 𝐭𝐚𝐱 𝐩𝐢𝐜𝐭𝐮𝐫𝐞 𝐫𝐞𝐚𝐝𝐲?
Q4 is the window to act on your 2026 tax exposure while the year’s numbers are still clear. A few areas worth a conversation with your advisor and tax professional include:

· 𝐓𝐚𝐱-𝐥𝐨𝐬𝐬 𝐡𝐚𝐫𝐯𝐞𝐬𝐭𝐢𝐧𝐠 – Realize losses to offset gains (and up to $3,000 of ordinary income) while keeping the wash-sale rule in mind.
· 𝐂𝐡𝐚𝐫𝐢𝐭𝐚𝐛𝐥𝐞 𝐠𝐢𝐯𝐢𝐧𝐠 – Consider using a donor-advised fund, bunching gifts, donating appreciated securities or making qualified charitable distributions (if taking RMDs).
· 𝐑𝐨𝐭𝐡 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐢𝐨𝐧𝐬 – A lower-income year may be an opportunity to convert pre-tax assets.
· 𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐜𝐨𝐧𝐭𝐫𝐢𝐛𝐮𝐭𝐢𝐨𝐧𝐬 – Pre-tax deferrals can reduce taxable income, especially if you are near the next bracket.

Decisions made now can shape your tax picture this year and beyond. Read the full guide: https://bit.ly/4ir5aSU

10/07/2026

Congratulations to Charlie York, Managing Director at United Capital, on being recognized as a 2026 Five Star Wealth Manager for the Greater Washington, DC, market!

This recognition is a wonderful reflection of Charlie’s commitment to serving clients and building lasting relationships through thoughtful wealth management.

We are proud to celebrate this achievement and the dedication Charlie brings to his clients and colleagues every day.

10/05/2026

When is a good time to take a fresh look at your portfolio?

A mid-year review can help you:
• Check performance against your goals
• Rebalance if your asset allocation has drifted
• Reassess risk and diversification
• Identify tax planning opportunities
• Look for ways to reduce unnecessary costs

Markets change. Life changes. Your portfolio should keep up.

Read more about what to review in a mid-year portfolio check-in: https://bit.ly/4j5ue42

10/01/2026

The Irving office recently kicked off the NFL season. We may not agree on which team to cheer for on Sundays, but we are all united in what drives us — putting our clients’ needs at the center of everything we do.

07/09/2026

A guaranteed lifetime income sounds appealing, but annuities are not the right fit for every retirement plan.

Before committing, it is important to understand both the potential benefits — such as tax-deferred growth and predictable income — and the trade-offs, including high fees, limited liquidity, contract complexity and inflation risk.

Learn what annuities are, how they work and the key questions to ask before making a decision.
https://bit.ly/3RnY8or

07/07/2026

The Seattle team recently came together for a high-energy bonding event at a game-focused venue where they had the chance to connect on a deeper level while bringing out their competitive spirit.

Through friendly competition and shared experiences, team members got to know one another better and strengthened their sense of camaraderie.

07/02/2026

The Evansville, Indiana team hosted a standout client appreciation event at an Evansville Otters baseball game, welcoming around 80 attendees for a fun and memorable evening. It was a perfect day of appreciation and experience - they truly knocked this one out of the park!

06/18/2026

Please help us welcome Wealth Manager Tyler Clark to the United Capital team!

06/17/2026

We recently hosted our inaugural New-to-United Capital Relationship Manager Boot Camp in Newport Beach.

This dynamic group of newly hired relationship managers immersed themselves in United Capital’s rich history, built meaningful connections with one another and gained encouragement as they begin their career journeys with United Capital.

Together, they explored what it means to elevate the client experience and set a high standard for excellence.

The time spent alongside leadership and peers was both energizing and impactful, strengthening their connection to United Capital and to each other.

05/28/2026

A winning investment can create new problems, namely taxes and concentration risk.

If too much wealth is tied to one stock or highly appreciated asset, it can increase volatility and trigger large capital gains taxes.

A few ways investors may manage it include:

• 𝐓𝐚𝐱-𝐥𝐨𝐬𝐬 𝐡𝐚𝐫𝐯𝐞𝐬𝐭𝐢𝐧𝐠
• 𝐒𝐞𝐥𝐥𝐢𝐧𝐠 𝐨𝐯𝐞𝐫 𝐭𝐢𝐦𝐞 𝐢𝐧𝐬𝐭𝐞𝐚𝐝 𝐨𝐟 𝐚𝐥𝐥 𝐚𝐭 𝐨𝐧𝐜𝐞
• 𝐃𝐨𝐧𝐚𝐭𝐢𝐧𝐠 𝐚𝐩𝐩𝐫𝐞𝐜𝐢𝐚𝐭𝐞𝐝 𝐬𝐭𝐨𝐜𝐤 𝐭𝐨 𝐜𝐡𝐚𝐫𝐢𝐭𝐲
• 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐬𝐚𝐥𝐞𝐬 𝐢𝐧 𝐥𝐨𝐰𝐞𝐫-𝐢𝐧𝐜𝐨𝐦𝐞 𝐲𝐞𝐚𝐫𝐬

Strong wealth management is not just about returns; it is about keeping more of them.

https://bit.ly/4tJwAah

Address

Irving, TX

Telephone

+19728222055

Website

http://Unitedcapitalwealth.com/

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