People Moves

United Capital Grows With California-Based Acquisition

Eliane Chavagnon Editor - Family Wealth Report October 24, 2014

United Capital Grows With California-Based Acquisition

Valley Wealth has joined the United Capital Financial Advisers network in Modesto with $330 million in assets under management for some 450 households.

Valley Wealth has joined the United Capital Financial Advisers network in Modesto, CA, with $320 million in assets under management for some 450 households.

Valley Wealth is led by founders Jeff Burrow and Jason Gordo, who join United Capital as managing directors and bring with them a team of seven with wealth advisory, administration and client services duties.

In addition to building Valley Wealth, Gordo and Burrow founded FlexScore, as chief executive and president respectively. FlexScore uses gamification to “reward consumers for good financial decisions, culminating in a score for financial health,” United Capital, which has adopted FlexScore, said.

United Capital Financial Partners, the parent company of United Capital Financial Advisers, and its consulting affiliate, is an independent private wealth counseling firm.

Today, United Capital has some $10.6 billion in assets under management and 49 offices around the US.

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