Build a Legacy

United Wealth Management

Build Your Legacy With a Dedicated Partner For Life

United Around Your Wealth and Investment

We take our fiduciary responsibilities to heart to help make dreams happen.

With United Wealth Management, you gain a partner you can trust for customized, holistic wealth planning. We work with you to gain a thorough understanding of your circumstances and aspirations, so we can provide the high-value expertise and service you deserve.


Build a Legacy

Fiduciary and trust services from United Wealth Management offer a personalized approach toward wealth preservation and transfer. Your United Wealth Management team will help you maximize your savings and investments to create your multigenerational legacy.


Our Approach to Wealth Planning is Centered Around You

United Bank Wealth Management offers you the high-value expertise you deserve without high costs, red tape or cutoffs to service based on your size. We build a full team of experienced advisors around every client to provide holistic planning and personalized investment advice.

Meet With a Wealth Advisor

Locate a branch near you.

Need help? Give us a call.

We’ll get right back to you.

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.