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:
Meet Our Team
When you partner with our advisors, you’ll gain confidence in your financial situation, because you have a true financial partner at your side. Having that trust, expertise and shared goals makes all the difference in getting you on the right path to pursue your financial goals.
Real Solutions for Real Life
Preparing for initial meeting
Gather financial statements and start a list of your current and future financial goals.
Education and tools
A few simple resources, like market information and calculators, can make managing your money so much easier.
Financial Planning
You have questions about your finances. Our trusted team has answers, and we sincerely want to guide you forward.
