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:
The role of brokerage and advisory services in your plan
Institutional investors and professional traders help you with the complex and often time-consuming tasks of buying and selling stocks, monitoring the market and managing your investments. They have access to sophisticated tools and financial models in helping make investment decisions.
Are brokerage and advisory services for you?
Brokers sell products for a fee. You’ll want to go into that relationship knowing what you want since the relationship is mostly transaction-based. Advisors offer a more comprehensive set of services including investment and planning guidance. Advisors work as a Fiduciary and are obligated to do what is in the best interest of the client.
Fee-based advisors typically can work as both a Broker (earning a commission) and Advisor (charging a fee) depending on the client’s needs and the relationship. Sometimes, they even work as both for the same client. Fee-only advisors, will not sell any commissionable product and will only work with clients in a fee-based relationship.
Why United Wealth Management
We carefully discuss your goals and help you to determine the best on-going relationship to work towards those goals.
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.