UNITED CAPITAL NORTHERN SHENANDOAH VALLEY
Updated 5 days ago
620 Newport Center Drive Suite 500 Newport Beach, CA 92660
We're not the typical wealth management firm. We looked around the industry and thought that there was a better way. So we created it. We developed a process that's focused on helping you live your ideal life. One that continually adapts to the changing world and your changing circumstances. We call it Financial Life Management. And it's totally unlike anything you've experienced before... The United Capital team in Northern Shenandoah Valley, formerly HFI Wealth Management, provides financial advice and investment counseling to help you achieve your financial goals. As one of our clients, you will have a personal financial adviser who will coordinate the management of your investment portfolio with specialists in the areas of Investment Management, Tax Planning, Risk Management, Retirement Planning, and Estate Planning... At our Shepherdstown branch, we bring trust and understanding to your financial plan with prestigious financial consulting from certified financial life management..