• Trust & Estate Services

    Preserve Your Estate

    For generations to come

    There’s no time like the present to plan for your family’s future. We’ll help you preserve your wealth and pass it on exactly as you intend, with great care and sensitivity to family dynamics. 

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  • Investment Management

    Professional Investment Management

    Investing with your goals in mind – not ours

    Our team of experienced portfolio managers and analysts will help you navigate ever-changing market environments and reach your financial goals.

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  • Financial Planning

    Financial Planning

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

    We’ll take the time to listen, ask questions, and understand your entire financial picture – then we’ll craft a plan specifically for you.

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  • Private Banking

    Private Banking Services

    Your single point of contact to a breadth of financial services

    Our Private Banking team is here to make your life easier with proactive suggestions and a level of service you’ll only get from a family-owned bank.

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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 10 analysts with the Chartered Financial Analyst® designation, three CERTIFIED FINANCIAL PLANNERSTM, nine officers with a Juris Doctorate, and eight 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 Leslie), who really care.

Leslie Gibbens, Trust Services Advisor

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

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

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