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.

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Welcome Carolina Trust Customers

The first time you sign-in, enter your User ID, which is the same as your Carolina Trust Bank User ID, only in lower case. Your temporary password is the last 6 digits of your Social Security Number Number (or last 6 of Tax ID for small business customers). You will then be prompted to change your temporary password. Click here for detailed information.

EXISTING United Bank Customers please follow your normal sign-in procedures.