Wealth Management

Here at United Wealth Management, our team puts the emphasis on you, and we are dedicated to providing tailored advice at every stage of life. We offer services, like a financial plan of action, to help you pursue your goals. When you choose to let us handle your wealth management needs, you get a partner who understands who you are, looks out for your interests, and helps guide you forward.

Products & Services

Education & Tools

Meet the Team

Client Access

United Wealth Management | 616.559.4611 

900 East Paris Avenue, Grand Rapids, MI 49546 | 1131 West Superior Street, Wayland, MI 49348

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC . Insurance products offered through LPL Financial or its licensed affiliates.United Bank and United Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured United Bank deposits and are not FDIC insured. These products are not obligations of United Bank and are not endorsed, recommended or guaranteed by United Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial’s U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Investment products and services available only to residents of Arizona, Arkansas, Colorado, Florida, Illinois, Indiana, Michigan, Missouri, Ohio.

Fee-based investment advisory services available only to residents of Michigan, Ohio.

UNITED WEALTH MANAGEMENT is licensed to sell insurance products in the state of Michigan.