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PSA Insurance & Financial Services Announces Partnership with United Capital Financial Advisers in its Wealth Management and Retirement Plans Practices

November 2015

PSA Insurance & Financial Services today announced the transition of its wealth management practice to United Capital Financial Advisers, LLC (United Capital). In an additional strategic effort to focus on providing clients with the best services possible, PSA has formalized a separate transaction with United Capital to have its retirement plan consulting affiliate, The PFE Group (PFE), manage the company’s retirement plans practice.

“PSA is always seeking ways to improve our services to clients through additional resources, technologies and talent,” said Chip Lewis, Jr., CFP®, managing director of PSA. “We worked tirelessly to identify a partner that would serve the best interests of our wealth management and retirement plan clients. Sharing our philosophies and principles, United Capital and PFE blend in-depth industry knowledge with time tested process and industry-leading tools and reporting that we believe will take the client experience to the next level.”

With 74 nationwide offices managing approximately $15 billion in assets, United Capital brings extensive resources and knowledge to PSA’s wealth management advisers.

“PSA gets so many things right when it comes to their commitment to clients and investing in great talent,” said Kelly. “I’m excited to work with our advisers and help them enhance the client experience with United Capital’s unique approach and creative tools that have in large part been connected to the firm’s rapid growth.”