Wealth Management

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Planning & Trust

Executing your family’s vision

When it comes to your legacy, United Bank wants to ensure that your plans are structured exactly as you desire. That’s why we work closely with families like yours to design and execute plans to manage your estates, both during and after your your lifetime. A well-executed estate plan is peace of mind that your wealth is managed exactly how you want it to be. Planning and Trust is just one part of our total Wealth Management approach for our clients, which looks holistically at all assets, accounts, and future goals to deliver a personalized solution. It includes:

  • Estate Planning
  • Trusts
  • Wealth Accumulation