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March 28, 2011 at 12:08 PM
Registered investment adviser United Capital Financial Advisers announced Thursday that Vantage Point Advisors had become the newest addition to the firm’s national expansion plans.
United Capital Financial Advisers, based in Newport Beach, Calif., and which bills itself as a “private wealth counseling firm,” is a subsidiary of United Capital Financial Partners, which has more than $13 billion of client assets under advisement at 29 offices around the country.
Vantage Point, based in the Philadelphia suburb of Lower Gwynedd, Pa., will now be known as United Capital Private Wealth Counseling.
"The t
eam at United Capital thinks differently about our business and is looking to change the conveyor belt approach to the investment advisory industry by focusing on the client’s whole financial life,” said Terry Siman (left), founder of Vantage Point Advisors, in a statement. “The cultural fit was also significant for a tenured firm like us, and it was clear from our meetings with United Capital that their partnership group is made up of the kind of people who will change the financial services landscape over the coming years.”
With the addition of Terry Siman and his great team, we’ve strengthened an already experienced group of investment and wealth counselors with a pure fee-based practice,” United Capital CEO Joe Duran (left) said in a statement. “As we continue to execute on our organic and strategic growth plans, it is teams of professionals like these that set the stage for growth in this new market for us.”