The United Bank Wealth Management Services team is proud to celebrate 25 years of service and grateful for the trust our clients place in us. The relationships we share with our clients go beyond the forecasts, reports and transactions. We accompany them on their financial journey.
We believe choosing a qualified advisor is an important first step toward achieving financial goals. Whether a client is just getting started with investing, about to retire, or preparing to transfer wealth to the next generation, our wealth advisors and support teams are here to help. Our advisors work and live in their communities. You’ll find them easily accessible in a United Bank banking office.
Every decision we make is driven by our customers’ needs and goals and rooted in our proven investment principles. Our approach can be summarized in these key pillars:
Active Investment Management
We make consistent, proactive decisions that minimize risk and maximize returns. We believe in long-term investing, carefully adjusting your portfolio as the economy changes. We help you make the most of your money through diversification.
Financial Planning
We work to understand your goals and show you the way to achieve them through realistic financial planning. Our team can help you plan for future obligations with low risk and high confidence.
Strong Support Network
We have a personal relationship with each of our customers. You are supported by a team of professionals to help you accomplish your goals. Our team includes your wealth advisor, our administrative team, portfolio managers, our third party research firm and the United Bank Investment Committee.
Fiduciary Advice
We are focused on our clients’ best interests. As fiduciary advisors, we assess an asset-based advisory fee, not commissions, which means our advice is unbiased, our process is consistent, and our interests are aligned with yours. We build special relationships of trust and confidence with our clients because we act solely in their financial interests.
No matter which stage of life clients find themselves in, the United Bank Wealth Management team is here to help navigate the highs and lows. From the very first paycheck, to an end-of-life plan, we listen to our customers’ needs and desires to develop a financial plan that works for them.
At United Bank, we’re proud to be the wealth management advisors our communities trust. If you would like to learn more about our investment management strategies, please contact us at 770.412.4925 or reach out directly to a United Bank Wealth Management Advisor .
♣United Bank Wealth Management services are: not FDIC-insured, not bank guaranteed, may lose value, not a bank deposit, not insured by any federal government agency.