Wealth Management

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 provide real solutions for your financial needs—at every stage of life. Whatever the challenge, whatever the goal, our team is at your side, dedicated to your success.
United Wealth Management Advisor

Meet our advisors

As your wealth management partner, we’re united in our mission to help you reach your financial goals.
Person using computer to login

Client Login

Welcome to United Wealth Management. Just enter your User ID and Password to access your personalized dashboard.
Friendly man talking on phone

Get financial advice

You have questions about your finances. Our trusted team has answers, and we sincerely want to guide you forward.
Mature couple walk along the beach

Plan for retirement

The best retirement plan is one that is tailored to your individual situation. So we get to know you and where you want to go.
Woman working on computer

Invest wisely

An investment solution that’s highly personalized and evolves with your every life stage? Now that’s a real solution.
Mother and children playing with dog

Leave a legacy

If it’s important for you to make a positive impact on people’s lives well into the future, this is the moment to help make it happen.
Friends looking at computer together

Help managing money

When you have the right tools and guidance, you’ll be better equipped to save more easily, make smarter decisions and reach your goals faster.
Grandfather and grandson having fun

Catch up

Great things happen when your purpose finds a pathway. Our team will help you maximize your earnings to come out ahead.
Man learning and taking notes

Education and tools

A few simple resources, like the latest market information and our calculators, can make managing your money so much easier.