United Capital Financial Adviors

Work with a firm that understands the challenges in today's economic environmentAt The Pinnacle Financial Group, we understand that wealth is not about number - it's about desired outcomes. We define wealth differently than many investment management firms because we are different. We believe financial independence occurs when your money and finances are aligned, enabling you to live the lifestyle you desire in a manner consistent with your goals and values. As independent wealth advisors, helping you live the life you want now and throughout retirement is our only focus. Our clients rely on us to help seek to protect a lifetime of assets by developing and implementing strategies tailored to their individual goals. It would be our pleasure to do the same for you, serving as your advocate and guide on the path to financial independence. We look forward to an opportunity to help you simplify the demands of managing your financial life, enabling you to devote more time to your business, your personal endeavors and your family. By incorporating retirement and estate planning, tax strategies, and risk management, we can address every aspect of your financial future.

Rockefeller Capital Management is a financial services firm based in Greenwich, CT, specializing in wealth management and investment advisory services for high-net-worth individuals and families. With a focus on personalized financial planning and strategic investment solutions, Rockefeller Capital Management aims to help clients achieve their long-term financial goals and preserve their wealth for future generations. Generated from their business information

As a fee-only fiduciary, we provide clients with what matters most to them: independent and insightful holistic advice, tailored financial plans and transparent investment management designed to protect and advance their wealth, goals and values through all life stages. Oxler Privat Wealth serves clients in both Manhattan and Rye Brook, NY.