Who We Serve

Who We Serve

Here for You, Every Step of The Way

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

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.

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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.

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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.

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Locate a branch near you.

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Need help? Give us a call.

800.327.9862

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Not FDIC Insured | May Lose Value | Not Bank Guaranteed | Not Insured By Any Federal Government Agency
This information is not legal or tax advice and past performance is no guarantee of future performance.