900 East Paris Avenue, Suite 100, Grand Rapids, MI 49546 | 616.559.45551131 West Superior Street, Wayland, MI 49348 | 269.792.0362Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC).
Insurance products are offered through LPL or its licensed affiliates. United Bank Bank and United Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name United Wealth Management, and may also be employees of United Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of United Bank or United Wealth Management. The United Wealth Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, AR, CA, CO, FL, GA, IL, IN, ME, MI, MO, OH, OR, VA, and WA. Securities and insurance offered through LPL or its affiliates are:
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.
Meet our advisors
As your wealth management partner, we’re united in our mission to help you reach your financial goals.
Client Login
Welcome to United Wealth Management. Just enter your User ID and Password to access your personalized dashboard.
Get financial advice
You have questions about your finances. Our trusted team has answers, and we sincerely want to guide you forward.
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.
Invest wisely
An investment solution that’s highly personalized and evolves with your every life stage? Now that’s a real solution.
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.
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.
Catch up
Great things happen when your purpose finds a pathway. Our team will help you maximize your earnings to come out ahead.
Education and tools
A few simple resources, like the latest market information and our calculators, can make managing your money so much easier.