Wealth Management

About United Wealth Management

United around you.

At United Wealth Management, we are first and foremost fiduciaries and stewards of your capital. That means we are responsible for acting in your best interest – and we do. With United Wealth Management, you gain a partner with a long-standing reputation for excellence and customized, client-first strategies. Our commitment to your success is rooted in transparency and a thorough understanding of your circumstances and aspirations.

For nearly 180 years, United Bank has met the ever-changing financial needs of our clients. Originally an institution that provided safe-keeping and trust services, we evolved into a sophisticated advisor united around your wealth and investment needs. We look forward to helping you pursue the life and legacy you envision.

Our Unique Holistic Approach to Wealth Management is United Around You

Personalized Service with Industry-Leading Resources

With over 85 team members across three primary lines of business – Individuals & Families, Institutional Services and Fiduciary & Trust Services – we provide our clients access to opportunities expected from a global financial institution while delivering the personal service clients expect from their local bank.

Investment Resources

We offer customized, comprehensive portfolio management.

The Fiduciary Standard

Your goals are our goals: As a fiduciary in the truest sense of the word, our platform is designed to serve our clients’ best interests and ensures that we are recommending investment strategies best suited for each client.

Objective Advice

We do not offer proprietary funds, nor do we receive revenue sharing or conduct in soft-dollar arrangements. This means that our clients receive unbiased, conflict-free advice to meet their goals.

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Not FDIC Insured | May Lose Value | Not Bank Guaranteed | Not Insured By Any Federal Government Agency
This information is not legal or tax advice and past performance is no guarantee of future performance.