Wealth Solutions
It is our goal to give you peace of mind and ensure your wishes are carried out in a manner that is appropriate to your family's circumstances.
United Bank & Trust partners with First Point Wealth Solutions to provide trust services, financial planning and investment management tailored for every situation and every life stage.
We specialize in delivering Trust Services by serving as executor, trustee and conservator. We also offer a full continuum of Wealth Solution Services. Whether you are interested in investment management services or would benefit from complete household financial management, including: bill paying, insurance filing, and coordinating tax return preparation, we are here to help.
Click below to learn more about how we can make your financial life easier.
Our comprehensive approach to financial management provides you peace of mind knowing all your financial needs are covered. Whether you are interested in asset management services, wealth transfer strategies, estate settlements or would benefit from complete household management, including bill paying, tax preparation and insurance filing, we offer a full continuum of financial services, customized for you. In addition, we specialize in delivering trust services by serving as executor, trustee, conservator and escrow agent. Click here to learn more.
Christian McMurrayWealth Advisor
Robert ThomasPresident and Trust Officer