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Wealth Management

Using the latest technologies and methodologies, PSA and United Capital are teaming up to deliver the best wealth management services and experience possible. The partnership brings a number of potential benefits to our clients, including access to some of the most innovative practices in investment advisory.

Our Wealth Management team offers clients a coordinated array of financial services to provide an integrated financial life that helps guide them in achieving their financial goals.

Through our independent and objective advice, our clients may benefit from our broad array of services and personalized approach to guide them in achieving their financial goals.  We work with clients seeking to grow their wealth, preserve it for retirement, generate income from it during retirement, and pass it on to others today and in the future.

We use a holistic approach in providing advice and helping clients accomplish their financial goals.

Our Wealth Management team provides a broad array of services to our clients and works closely with their other Advisors to provide an integrated plan for the client to benefit from.  We help our clients identify their goals and implement a coordinated strategy to help achieve them.  Common goals among our clients are outlined below.

  • Implement a coordinated process to help meet their financial goals
  • Develop a retirement planning strategy seeking a secure retirement
  • Manage investment portfolios – Help maximize return or income while minimizing risk
  • Provide funding strategies for ‘Life events’ – College, wedding, second home, and other significant events
  • Develop an income strategy for living during retirement
  • Help preserve capital and manage risks
  • Help facilitate in creating an estate plan to transfer wealth and implement charitable giving strategies


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Areas of Wealth Management

Recent Blog Posts
Cyber security

Autopsy of a Cyber Nightmare: How to Protect Your Business

It’s Sunday afternoon. You’re watching football with friends. Or, maybe you’re at a family party. Meanwhile, somewhere in a rack of servers at your business, there is a fan, screaming like a banshee. It’s been whirring away at top speed, 24 hours a day, for a week. Until someone notices it, it’s going to keep […]

male contraception and sterilization procedures coverage

IRS Provides Short-Term Relief for HSA Eligibility in Maryland (Benefit Alert)

Current Maryland insurance law requires all policies issued or renewed in the state after January 1, 2018 to provide coverage for male contraception and sterilization procedures without being subject to any cost-sharing requirements (including the deductible). This mandate created a question as to whether such plans could still be considered Qualified High Deductible Health Plans […]

Most Fortune 500 Companies Have Mentor Programs. Do You?

What makes a company successful? Often, it’s attributed to having effective leaders. How can you make sure your company is developing excellent leaders? One of the ways is by implementing a mentor program.

Maryland Healthy Working Families Act (MHWFA)

Maryland Healthy Working Families Act (MHWFA)

On January 12, 2018, the Maryland legislature enacted the Maryland Healthy Working Families Act (MHWFA) by overriding Governor Hogan’s veto from the prior legislative session. The MHWFA requires all Maryland employers to provide sick and safe leave to eligible employees.  Legislative attempts to delay the effective date of the Act have been unsuccessful, so it is […]