Wealth Management
Read the Latest Economic UpdateInvesting in Your Future
Grow and preserve your wealth, benefit from one-on-one expert guidance, and progress towards retirement when you partner with our wealth professionals to plan for your future.
Asset and Wealth Management
United Community Wealth provides customized portfolio management and investment advice to clients with a wide variety of investment objects and risk tolerances. We embrace an open architecture in the selection process of asset managers. This means that we do not offer internally produced asset management products.
Instead, we focus our considerable resources and talent on researching and selecting the asset managers who are best able to accomplish your unique financial goals and individual needs.
Types of Accounts
- Investment Management for Individual and Joint Ownership
- IRA, Roth IRA, Inherited IRA, Simple IRA, SEP IRA
- Trust (with both United as Trustee and Individual as Trustee)
- Institutional, Corporate and 501(c)(3) Non-Profits
Invest in Your Future
It’s never too early to plan for your family’s future. When you partner with United toward your long-term goals, you’ll benefit from specialized investment services and a hands-on approach.
A dedicated wealth professional will work with you personally to develop a portfolio designed to meet your financial goals on your timeline, at your level of risk tolerance. You’ll also have the peace of mind of close investment oversight by an advisory expert with access to deep market insights.
Investment Services for Retirement
Areas we may address for your financial plan include comprehensive financial planning, retirement planning, educational planning, estate planning, business succession and protection planning.
Choose the Bank Trustee with Award-Winning Customer Service
- Taxation
- Investment Research and Management
- Securities Trading
- Real Estate
- Family Business
- Estate Settlement Services
- Guardianship
Contact a Wealth Management Professional
Economic and Markets Update
Get new and timely insights from the experts in our Wealth Management Division in the latest installment of our Economic Overview series.Sign up for our newsletter to receive the latest economic updates in your inbox.
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Asset and wealth management services are offered through United Community Bank. Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. Past performance is not a guarantee of future results. Non-deposit products and services are not FDIC insured. United Community Bank is not a broker-dealer or registered investment advisor.
2 Retirement planning and investment services are offered through United Community Bank. Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. Past performance is not a guarantee of future results. Non-deposit products and services are not FDIC insured. United Community Bank is not a broker-dealer or registered investment advisor.
3 Fiduciary and trust services are offered through United Community Bank. Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. Past performance is not a guarantee of future results. Non-deposit products and services are not FDIC insured.
