Our Mission

Our mission is to ensure that our clients achieve happiness by making wise decisions about their wealth as it reflects their values. It is our approach to serve as your guide, helping you align your deepest values, beliefs and goals with your earning power and financial resources so that you can realize your dreams. We partner with you to create a meaningful, achievable, purpose-driven financial Master Plan.

Our Approach

Every financial decision should be made in the context of your Master Plan, containing specific and measurable milestones to keep you on the right course. At United Capital of Las Vegas our process assists families in articulating their core values. We understand that goals and objectives change during your lifetime. Yet, your fundamental values rarely change. Our process is designed to provide you with a sounding board against which all future dangers, opportunities and strengths are analyzed. So no matter what surprises life may offer, our process keeps you pointing towards your One Best Financial Life™.

This approach affords us the opportunity to focus on your real priorities, or what really matters to you. More importantly, this allows us to mutually make changes and adjustments along the way. Through our unique process, we are then able to measure the probability of success and help you focus on achieving your dreams.

What We Believe

We believe in the value of relationships. We view every client relationship as a partnership, and truly believe that our success is a result of your success.

We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal attention is an experience in excellence and of the highest quality. We are committed to a continued investment of time and resources in professional education, state of the art technology and extensive business relationships that is indicative of our commitment to excellence.

Who We Serve

Our clients are normally busy people who do not want to handle the details of their investments by themselves. Most of our clients share several of the following traits:

  • Have a house hold net worth which range from $2 million to over $200 million
  • Have investable assets managed by United Capital of Las Vegas which range up to $100 million.
  • Self-made, entrepreneurial that are living their best days enjoying the rewards of their hard work and efforts.
  • Many currently own closely held businesses, or hail from construction, real estate development and professionals such as Attorneys, Judges, Dentists and Doctors.
  • Seek investment expertise, guidance as well as an integrated approach to wealth management.
  • Desire an open architecture platform and collaboration with other trusted advisors.
  • Are interested in alternative investments; want lower volatility than the stock market.
  • Are involved with charitable gifting and may have family foundations or donor-advised funds.

What Differentiates Us

From the beginning, United Capital of Las Vegas was built on the idea of providing an operational infrastructure that supports our belief in a culture of client service. Operating as a business rather than a collection of individuals, we have solid systems and processes in place to ensure quality results in operations, services, design and management of your plan and your assets.

Together, once we have articulated your core values and designed your Master Plan, we can then bring your full team of advisors into alignment. After all, we serve you and when contemplating a strategy or idea, together we can best assess how it may correlate with your core values.

Achieve Complete Financial Control

United Capital of Las Vegas provides small business owners, entrepreneurs, professionals, retirees and individuals with personalized financial planning and advice built around your unique goals, objectives and risk tolerance. By providing you with a powerful combination of financial advice with virtually unlimited access to the financial markets, we give you complete financial control. Our processes and dedication to bettering our selves through education, access to the very best and latest information gives us the ability to prepare our clients for the changing seasons of our economy.

One thing we know for certain is that the economy is going to be cyclical. Just like the seasons we face each year, our economy goes through changes as well. In our lifetime we will be faced with a spring of new growth and opportunity, maybe like the one we have been enjoying since 1982. At some point we will fall dormant, experiencing a time of self doubt and yearning for the good old days of growth. We might experience something like what we went through from 2000 to 2003 or the recession in the early 90's. But one thing is for certain, we will eventually face a winter. Maybe like the one Japan has been going through since 1990, or what our economy experienced from 1968 to 1982 or maybe worse yet like that of the Great Depression.

What makes United Capital of Las Vegas so special is our dedication to being the best. It is, "Our endless pursuit of excellence." Although we do not hold a crystal ball, we are better prepared than most. Through our alliances with HS Dent Advisory Network, GMO, La Jolla Economics, Ed Slott and the constant evaluation of managers, funds, ETF's, individual securities and bonds, we are able to better prepare you for what we are about to face.
No matter the season of the economy, our dedication to providing you with complete financial control starts with us working together.

Here is what makes United Capital of Las Vegas so special: 

Objectivity and Independence: We act as an advocate for the client rather than as a sales representative of a product. Our open architecture allows us to proactively seek the best solutions for our clients, without the conflicts of interest that are so prevalent in the financial industry.

Depth of resources: We focus on partnering with experts in the fields of investments, financial planning, asset protection, wealth management and economics. Our partners include Harry Dent, Ed Slott, GMO and La Jolla Economics to name a few. Our nationwide team is comprised of Certified Financial Planners™, Chartered Financial Analysts™ and advanced degreed professionals.

Comprehensive Financial Planning: We take a holistic view of your net worth, going well beyond consideration of just your investable assets. Our unique plan first process allows us to provide the financial clarity and direction successful clients are looking for in the areas of cash flow management, estate planning, risk management, and much more.

Unique Investment platform: We do not manufacture any investment products. Our clients seek our objective advice to implement strategic investment allocations that encompass a "best of breed: approach in all facets of investing (utilizing specialty managers, passive investments, institutional funds, hedge funds, real estate, tax-free bonds and others).

Financial Control Score Card: Our unique process designed to keep our clients focused, on track, educated and protected and to provide them with the confidence and freedom of real financial control so that they can live their "One Best Financial Life" with out fear or sacrifice.
To help prepare for the unexpected, United Capital of Las Vegas works together with your CPA and Lawyer to assess your personal aspirations and financial constraints, continuously monitor your situation, mark your progress, and make necessary adjustments. You set the vision. We provide the people, processes and expertise to manage even the most unexpected life events. We bring your vision to life!

Better understanding of our clients!

Recently we conducted our first Client Survey which was administered by a third-party and I'd like to provide you with a summary of the feedback we received. Our goal was to gain a better understanding of our clients' needs and interests and to ensure the service we provide meets or exceeds their expectations. We are pleased and honored our clients gave us an overall rating of 4.8 out of a possible 5.0 points on service! We have worked very hard to deliver that service and those results are extremely gratifying. Most of all, we are pleased that 93% of our clients would recommend our services to their family, friends and colleagues.

  • "Please rate your overall satisfaction with your relationship." - 4.8 of 5
  • "I trust my advisor to make objective recommendations that are in my best interest." - 4.7 of 5
  • "My emails and calls are returned promptly." - 4.9 of 5
  • "Any concerns I raise are handled quickly and professionally." - 4.9 of 5
  • "I would recommend the services of my advisor to family, friends, or colleagues." - 93% of respondents
  • "My advisor is proactive in managing my financial plan." - 4.6 of 5
  • "The frequency with which my advisor contacts me meets my needs." - 4.7 of 5
  • "My advisor demonstrates that he/she values my business." - 4.9 of 5

Not only are we honored, but I am truly humbled and proud of my team who strives to provide the best service possible. We believe one of our primary roles is to educate our clients to make informed decisions about reaching their financial and life goals. It is critical to our process that we focus our attention on their objectives, goals and concerns, which takes into account any changes in their situation and allows us to alter the course as necessary.

Each client has a clear and structured plan in place to meet their goals. In some cases our clients were unclear as to the details of the full range of services that we now offer and provide to a number of our clients. Below is a checklist of Private Wealth Counseling offerings we deliver to our individual clients as well as the services we offer to our business and retirement plan clients.

  • Private Wealth Counseling for Individuals
    • Cash Management
    •  Personal risk Management
    • Investment Portolio Management
    • Retirement Planning
    • Tax Planning
    • Estate Planning and Asset Protection
  • Private Wealth Counseling for Businesses
    • Business Succession
    • Buy/Sell Planning
    • Design and Implement Retirement Plans
    • Executive Compensation Strategies
    • Non-qualified Deferred Compensation
    • Business Liability Management
  • Referrals to other professionals as needed

We are grateful our clients took the time to share their thoughts and look forward to making the experience even greater in the future.

Warmest regards,

Robert S. Davenport, MSFS, AEP, AIF
Managing Director