Institutions & Nonprofits
Expertise in the solutions you rely on.
From commercial enterprises to nonprofit institutions, every organization has its own specific banking and financial needs. United Wealth Management has expertise in managing a full range of solutions for every type of institutional client. We serve corporations, foundations, endowments, governments, unions, non-profit organizations, professional organizations and the various professionals, intermediaries and advisors that work with these organizations. In doing so, we routinely construct and manage investment portfolios to meet a wide variety of goals; service retirement plans; and hold, value and report on financial assets.