Wealth Solutions
Wealth Solutions Inquiry
United Bank & Trust partners with First Point Wealth Solutions to provide trust services, financial planning and investment management services tailored for every situation and every life stage.
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 below to learn about how we can make your financial life easier!