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Philosophy & Approach


We believe choosing a qualified advisor is an important first step toward achieving financial goals. United Bank Wealth Management Advisors are here to help you make the best investment decisions for your life. We provide a variety of investment options, tailored specifically to match your unique needs and objectives.

Every decision we make is driven by your needs and goals and rooted in our proven investment management principles. Our wealth management approach keeps the focus on you and includes four key pillars:

 

Financial Planning -  We work to understand your goals and show you the way to achieve them through realistic financial planning and wealth management. Our team can help you plan for future obligations with low risk and high confidence.

Strong Support Network - We pride ourselves on having a personal relationship with each of our clients. In addition to your wealth management advisor, you are supported by a team that includes your , our administrative team, portfolio managers, our third-party research firm and the United Bank Investment Committee.

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.

Fiduciary Advice - 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.


A successful investment strategy is driven by allocating your funds into an investment mix which can meet your needs and provide you with peace of mind. With that goal, the members of our team spend a great deal of time determining the right investment approach based on each client's personal return goals and risk tolerance.

Our Wealth Management Advisors and internal investment committee diligently monitor this mix and make consistent, necessary adjustments as economic circumstances change and markets fluctuate. This disciplined approach leads to predictable results for our clients.

There are more investment options available than one person can evaluate. Our Wealth Management Advisors work with Portfolio Managers and an external research firm which provide recommendations for our clients. Our Investment Committee reviews and approves each option before we suggest strategies to our clients. This ensures all options presented to you have been carefully selected to fit your needs and goals.

United Bank Wealth Management Advisors meet with clients individually to get a clear picture of their financial goals, expectations, and tolerance for risk. Establishing a relationship based on this knowledge, portfolio managers then design an investment portfolio to optimize risk-adjusted returns.

Our clients have 24/7 online access to their account information. Our advisors will work with your schedule to review performance and assess progress toward goals. We are always available if you have questions or need to make a change, but if you’d rather “set it and forget it,” we can do that, too.

Our team at United Bank Wealth Management Services constantly monitors portfolios and makes adjustments based on both our client's shifting needs and changes in the larger investment landscape.  Your individual portfolio is designed to be flexible enough to make adjustments when your life demands it. 

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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.


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