Wealth Management

Who We Serve

Here For You, Every Step of the Way

We develop customized solutions for individuals, families and institutions who are looking for a thoughtful, collaborative approach to investment. Our clients appreciate having a partner that builds a plan around their specific needs and guides them throughout each stage of their journey.

Personal Wealth Management Services
The Expert Planning and Preparation You Want

A lifetime advisor. That is what United Wealth Management offers – a relationship built on years of trust and a clear vision of today’s needs and tomorrow’s goals. United advisors facilitate our clients’ financial affairs in many ways.

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.

We work closely with families and a team of highly-regarded outside estate and trust attorneys to design and execute plans to manage your estate, both during and after your lifetime.

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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.