May 27, 2017 7:09 PM ET

Capital Markets

Company Overview of United Capital Private Wealth Counseling

Company Overview

United Capital Private Wealth Counseling provides wealth and investment management consulting services. It offers guidance in financial planning, budgeting, saving, investing, taxes, and estate structure. The company also provides signature services that include private counseling services; trust services; and complete banking, such as cash management, checking accounts, credit cards, FDIC insured money market accounts, ATM and check cards, and online bill payments. United Capital Private Wealth Counseling was formerly known as Vantage Point Advisors, Inc. and changed its name to United Capital Private Wealth Counseling following the acquisition by United Capital Financial Advisers Inc. in M...

1029 North Bethlehem Pike

Lower Gwynedd, PA 19002

United States

Founded in 1984





Key Executives for United Capital Private Wealth Counseling

Managing Director and Wealth Adviser
Wealth Adviser
Wealth Adviser
Compensation as of Fiscal Year 2016.

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Recent Private Companies Transactions

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