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Wealth Management

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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
Individuals & Families Individuals & Families
Individuals & Families

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.

institutions and nonprofits institutions and nonprofits
Institutions & Nonprofits

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.

fiduciary and trust services fiduciary and trust services
Fiduciary & Trust Services

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.