Wealth Management
Read the Latest Economic UpdateWealth Management
Non-deposit products: are not insured by the FDIC; are not deposits; and may lose value.
Investing 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.
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.
Choose the Bank Trustee with Award-Winning Customer Service
Control the management of your assets today, while providing financial security for your family. A bank trust is an effective tool for managing your assets during your lifetime and for the benefit of your loved ones after you are gone. A bank trust ensures that your assets will be managed in the future according to your wishes, as well as providing significant tax advantages to help you preserve those assets in the present. When you name United Community as your bank trustee, you and your beneficiaries enjoy the knowledge and expertise of a breadth of specialists in such fields as:
- 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.
