Private Wealth
Access My AccountPrivate Wealth
Your Vision. Our Strategy.
Customized wealth management for individuals and families with complex financial needs. We take the time to understand your life, then build a plan around it.
A Partner for the Long Term
When you’ve worked hard to build wealth, you want a partner who will work just as hard to help protect and grow it. At United Community, we deliver personalized strategies backed by a team with the depth, experience, and insight to guide you through every stage of life—and legacy.
We begin by listening. To your goals. Your obligations. Your aspirations. Then we assemble a plan that fits how you live today and where you want to be tomorrow.
What We Offer
Your needs are unique. So are our solutions.
Our team works closely with you to design a wealth management plan that will evolve with your life and business. We then deliver each service through a single point of contact who understands your full financial picture.- Investment Management1 – Discretionary or advisory portfolio services aligned with your goals
- Fiduciary Services1 – Trust administration and estate settlement with experienced fiduciaries
- Private Banking2 – Customized lending and deposit solutions for high-net-worth clients
- Insurance Solutions1 – Individual and corporate policies, including life, disability, long-term care, and business protection strategies
- Wealth Planning1 – Protect your legacy, navigate retirement with confidence, and transition your business on your terms through comprehensive estate, tax, and succession strategies
Who We Serve
Our customers include:
No matter your situation, our approach is the same: thoughtful, personal, and built around you.
- Multigenerational families seeking legacy planning
- Business owners preparing for transition
- Individuals managing complex investment, insurance, and tax considerations
- Philanthropic individuals and foundations
- Professionals and executives with evolving needs
No matter your situation, our approach is the same: thoughtful, personal, and built around you.
Our Difference
Wealth without the one-size-fits-all.
- A relationship-first approach
- Customized plans, not pre-packaged portfolios
- Timely, attentive service from a dedicated team
- The strength and stability of a regional bank with private bank capabilities
- Seamless coordination across wealth, insurance, commercial, and personal banking
We don’t just help manage your wealth—we bring clarity, confidence, and control to your financial life.
Start the Conversation
Let’s start building your strategy—together.
Whether you’re thinking about succession, legacy, insurance, or long-term planning, we’re ready to listen and help.
Contact a Private Banker
Contact us by filling out the form below.
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed |
| Not a Bank Deposit or Obligation | May Lose Value |
2 Bank deposit products, such as checking, savings and bank lending and related services are offered by United Community Bank. Member FDIC.
