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 best retirement plan is one that is tailored to your individual situation. That’s why our wealth management advisors start out by listening to you and asking questions. By gathering your information and understanding your history and where you want to go, we can make better recommendations for you.
401(k) Rollover
Transfer savings from previous employer plans into your new plan, or into a rollover or Roth IRA for more control.
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.
Fee-Based Asset Management
Benefit from advice and monitoring that’s based on your best interest and not influenced by transaction commissions.
Traditional and Roth IRA
Get a tax deduction on the money you save for retirement now or choose to grow your retirement savings with after-tax money for tax-free withdrawals.
SIMPLE IRA and SEP IRA
For the self-employed, these plans allow you to make significant tax-deferred contributions, and contribute to employees as well.
Real Solutions for Real Life
Preparing for initial meeting
Gather financial statements and start a list of your current and future financial goals.
Our advisors
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.
