zirkin-cutler, united capital

The Zirkin-Cutler Group is a financial advisory team that was a prominent part of United Capital Financial Advisers. United Capital was a national wealth management firm that was acquired by Goldman Sachs in 2019 and rebranded as Goldman Sachs Personal Financial Management. In 2023, Creative Planning, one of the largest Registered Investment Advisers (RIAs) in the U.S., acquired the business from Goldman Sachs. The Zirkin-Cutler Group continues its mission of providing holistic wealth management, including financial planning, investment management, retirement planning, and estate planning, now under the Creative Planning brand.