Individuals & Families
For more than 180 years, United Wealth Management has been helping clients gain a clear vision of today’s needs and tomorrow’s goals. As a trusted advisor, we have and always will be united around you and devoted to helping manage your wealth with a customized plan that fits your unique circumstances. We understand that we must earn your loyalty every day through the highest level of service and performance.
Personalized service is the core of our client-centric model. As a client of United Wealth Management, you will benefit from the guidance and expertise of an advisor who will serve as your single point of contact. This advisor will engage a team of in-house subject matter experts as needed, and our Investment Committee ensures that your financial assets are positioned to meet your goals. Our in-house Advanced Planning team can assist in planning for your future, and our Trust Advisors ensure that your wishes are being executed efficiently and in accordance with your desires, even after your passing.
We are committed to keeping you and your family informed about decision-making and investment performance, and we will organize and conduct review meetings as frequently as you desire. Acting in the best interest of our clients at all times is at the core of who we are as a trusted advisor.
United advisors facilitate our clients’ financial affairs in many ways, including:
- Wealth Management: Asset Management, Investment Strategy & Asset Allocation, Comprehensive & Consolidated Performance Reporting, Investment Advice
- Wealth Planning: Estate Planning, Trusts & Wills, Legacy Planning, Business Succession Planning, Gifts During Lifetime, Life Insurance, Asset Protection
United’s team of well credentialed professionals work closely with clients and their advisors taking legal, tax and personal considerations into account. We pinpoint financial, tax, estate planning and philanthropic issues so that all recommendations are optimized to meet your personal objectives.
- Charity & Philanthropy: Facilitate Grant Requests, Gifting Strategy and Family Foundations