Wealth Management

The PSA & United Capital partnership offers the latest technologies and innovative investment practices.

PSA has transitioned its wealth management practice to United Capital Financial Advisers (“United Capital”), a non-affiliated company to PSA Financial in 2015. United Capital offers the highest level of services, technology and client experience, and provides our clients with access to new processes and resources.

Our partnership with United Capital expands our historical wealth management capabilities in significant ways. With close to 85 offices across the United States, United Capital and its team of professionals manage more than $22 billion of assets and bring to the table a full suite of wealth management services, fine-tuned over many years in an effort to meet client objectives.


Learn more about United Capital