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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 began providing fiduciary services to clients in 1839, the year the firm was founded. Simply put, we are and always have been united around you and devoted to helping manage your wealth with a customized plan that fits your unique circumstances.
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. 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
- Charity & Philanthropy: Facilitate Grant Requests, Gifting Strategy, Family Foundations