#USA #Irving #Wealth Management #United Capital #The Paul Group

United Capital Financial Advisors Enhances Services with The Paul Group Acquisition

In a significant move that reflects its growth ambitions, United Capital Financial Advisors has acquired The Paul Group, an ultra-high-net-worth advisory firm that manages an impressive $1.1 billion in client assets. The transaction, which was finalized on August 22, 2025, marks a pivotal step in United Capital's strategy to bolster its comprehensive wealth management capabilities, particularly in key financial markets such as Los Angeles and New York.

Bringing Expertise to the Table

The acquisition comes with a four-member team from The Paul Group, which boasts over thirty years of collective experience in the financial advisory sector. They are recognized for their adeptness in addressing the complex needs of high-net-worth families through tailored investment strategies and personalized planning processes.

Jim Rivers, the President of United Capital, expressed his enthusiasm about the acquisition, stating, “We are thrilled to welcome this exceptional team to United Capital. Their expertise in serving ultra-high-net-worth families aligns perfectly with our commitment to delivering personalized planning processes and investing strategies.” Rivers emphasized that the collaboration would not only enhance United Capital’s service offerings but also foster invaluable relationships that are critical in navigating financial complexities.

Strategic Alignment

Geoffrey Paul, CEO of The Paul Group, echoed similar sentiments regarding the partnership. He acknowledged that teaming up with United Capital was a logical next step for the firm, enhancing their ability to provide extraordinary service to clients. The combined resources will empower The Paul Group to offer a wide array of in-house wealth management solutions, including estate planning, income tax planning, investment services, and specialized business services.

Paul remarked, “We believe having access to United Capital's deep suite of in-house wealth management offerings will be a true differentiating factor for our clients.” This strategic alignment signifies a robust commitment on both sides toward exceptional client care and effective asset management practices.

A Well-Rounded Approach to Wealth Management

With this acquisition, United Capital aims to enhance its service to ultra-high-net-worth clients significantly. Their expertise includes comprehensive financial planning, investment management, and family office services. This acquisition not only expands their geographical presence but also diversifies their expertise, making them a formidable player in the financial sector.

The advisory firm also brings with it a seasoned team, well-versed in the intricate dynamics of wealth management for sophisticated clients. The firm’s ability to navigate these complexities will prove beneficial as United Capital continues to expand its portfolio of services.

ECHELON Partners served as the exclusive advisor to The Paul Group during this transaction, emphasizing the careful planning and execution that has characterized this merger.

By merging forces, both firms stand to gain significantly, ultimately enhancing the financial well-being of their clients. This acquisition is viewed not only as a growth opportunity but also as a commitment to providing exceptional service and sophisticated financial solutions tailored to the unique needs of wealthy families.

About United Capital

United Capital Financial Advisors is a recognized leader in wealth management, committed to personalized planning and innovative investing strategies. The firm focuses on building tailored portfolios that reflect the unique vision and goals of each client. For further details and insights on their services, visit United Capital's website.

This acquisition of The Paul Group reflects a promising future for both firms and their clients as they navigate the complexities of wealth creation and management.