Wealth Management

What Makes Us Unique

Holistic Wealth Management 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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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.