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:
Brokerage and Advisory Services
Pay a commission on each transaction in the account, or pay for continuous investment advice and monitoring of your portfolio.
Social Security and Income Planning
Figure out the most appropriate time to file as well as strategies to maximize your income and minimize your taxes.
Choosing a Pension Payout
Maximize your income, taking into consideration your age, taxes and other retirement account withdrawals.
Estate Plan Coordination
Guidance on managing your estate and providing for your family, while minimizing expenses.
Income Tax Coordination
An evaluation of all of your income sources in retirement to figure out the most tax-efficient way to draw on that income.
529 College Savings Accounts
These allow you to pay for, or contribute, to your child, grandchild or other person’s education expenses.
It’s protection for your family when they need it most. Speak with our agents about putting a cost-effective plan in place.
Real Solutions for Real Life
Preparing for initial meeting
Gather financial statements and start a list of your current and future financial goals.
As your wealth management partner, we’re united in our mission to help you pursue your financial goals.
Education and tools
A few simple resources, like market information and calculators, can make managing your money so much easier.