Wealth Management in Omaha

Grow it. Preserve it. Leave a legacy.

UBT is home to one of the largest, most experienced Wealth Management teams in the region, who you can trust to expertly guide you through financial planning, investment management, and estate administration for the road ahead.

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  • Trust & Estate Services

    Preserve Your Estate

    For generations to come

    Turn to our experienced personal trust and estate planning experts (like Audrea) to work with you and your family to plan for the future. From estate administration to asset custody to charitable giving and more, we’ll help you preserve your wealth and pass it on exactly as you intend — with great care and sensitivity to family dynamics. 

    A headshot of Audrea Kappert
  • Investment Management

    Professional Investment Management

    Investing with your goals in mind — not ours

    Our team of experienced wealth advisors (like Bob) will help you navigate ever-changing market environments and reach your financial goals. As your true fiduciary, our people don’t work on commission, so you can rest easy knowing that your investments are being managed by a knowledgeable team that has your best interest as our top priority.

    Headshot of Bob Bertsch
  • Financial Planning

    Financial Planning

    Where do you want to be? We’ll help you get there

    What does your financial road map look like? Our wealth advisors (like Rod) will take the time to listen, ask questions, and understand your entire financial picture — then we’ll craft a plan specifically for you that accounts for your unique goals, priorities, and future plans.

    The headshot of Rod Al-Rashid
  • Private Banking

    Private Banking Services

    Your single point of contact to a breadth of financial services

    Chances are, there are a lot of moving pieces in your overall financial puzzle. Our Private Banking team (like Eric – NMLS #520393) is here to make your life easier with proactive suggestions and a level of service you’ll only get from a family-owned bank. We’ll help manage your whole financial picture, from personal and business banking to home loans to investments and beyond.

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Why choose UBT wealth management?

Experience

With one of the Midwest’s largest wealth management teams, UBT brings more than 350 years of experience in trust and estate planning, and an additional 360 years of investment analysis and portfolio management experience.

Expertise

Our staff includes numerous analysts with the Chartered Financial Analyst® designation, multiple CERTIFIED FINANCIAL PLANNERSTM, several officers with a Juris Doctorate, and many Certified Trust & Financial Advisors (CTFA).

Full service, one fee

You have access to expert investment management, trust administration, and/or financial planning at UBT. Best of all, you’ll pay only one wealth management fee rather than a fee for each. You won’t find that everywhere.

Goal-based approach

Whatever your goals — saving enough for your future while living well today, buying a sports car at retirement, leaving a legacy with a charitable gift — we’ll create a plan to help you make them happen. 

Our People Make the Difference

At UBT, your money has people

We’re a family-owned bank that cares about our customers, the communities we serve, and each other. You’re in the right place for complete Wealth Management services that help you make the most of your money, backed by real people (like Cathy) who really care.

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Investment products: Not FDIC Insured — No Bank Guarantee — May Lose Value.

 

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CERTIFIED FINANCIAL PLANNER™ certification mark in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Loan products subject to credit approval.