Expertise in the solutions you rely on.
From commercial enterprises to nonprofit institutions, every organization has its own specific banking and financial needs. United Wealth Management has expertise in managing a full range of solutions for every type of institutional client. We serve corporations, foundations, endowments, governments, unions, non-profit organizations, professional organizations and the various professionals, intermediaries and advisors that work with these organizations. In doing so, we routinely construct and manage investment portfolios to meet a wide variety of goals; service retirement plans; and hold, value and report on financial assets.