Wealth Management

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Private Wealth Management

Comprehensive Solutions for Sophisticated Needs

Our commitment to you isn’t just about banking. Since 1839, we’ve grown and adapted to meet the ever-changing financial needs of our clients, going from a place to keep your money to one that manages your wealth. Your United Bank Wealth Management advisor will act as your personal CFO and consultant, guiding and assisting you with:

  • Overall asset management
  • Investment management
  • Estate and retirement planning
  • Facilitating banking needs
  • Paying bills
  • Identifying outside expertise if needed
  • Reporting and compliance

 

Our investment team has expertise across all asset classes and investment structures. Once we understand your financial needs, our team will construct an investment solution to ensure that your assets are invested properly.

Each relationship is guided by an advisor who will serve as your single point of contact. We strive to ensure that you and your family are informed about decision making and performance. We are available to organize and conduct review meetings with your family as frequently as you desire.

Wealth Accumulation
Wealth Accumulation

Our advisors put your money to work by collaborating with you to develop an investment plan that meets your long-term goals.

Wealth Protection
Wealth Protection

We assist you in determining the resources you need for your lifetime and establish contingencies for your family and partners in the event that your earning capacity changes.

Wealth Transfer
Wealth Transfer

We help you plan for life events like business succession and estate management, so that you can deliver your assets to the people and organizations you designate, in the most tax-efficient way possible.