UBTpro Financial Services

Bring it all together with UBTpro

If you’re a dentist or doctor, chances are there are a lot of moving pieces to keep track of in your overall financial picture — especially if you own your own practice. Sound familiar? Meet UBTpro, a suite of services designed to simplify your personal and professional finances so you can focus less on managing your money and more on doing what you love.

Our Process
A whole-picture approach to your finances

Step 1: Getting to know you

When you meet with one of our team members, we’ll start by assessing your personal and professional financial well-being to get a sense of your assets and expenses, where you are in your career and where you want to be, and your goals for your financial future. We want to know what drives you, so we can help spur you forward.

Step 2: Making connections

Once we have a picture of your finances as a whole, we’ll work to connect you with products and services that fit, from personal and commercial real estate to tax advisory services to wealth management and estate planning. Our skilled team will align your personal and professional finances and take the guesswork out of managing it all. We will also work with your team of advisors, such as your CPA and attorney, strengthening the value of your team.

Step 3: Continuing the conversation

We’re here for the long haul, meaning we’ll be working with you to re-evaluate and optimize your financial solutions as your picture changes. Starting a new practice? Building a new home or clinic? Adding to your family? We’ll be there every step of the way, offering dedicated, personalized support from a capable team that’s invested in your success.

Connect With Us

Is UBTpro right for you?

Whether you’ve been practicing for years or are just getting started in your career, the UBTpro suite may be just what you need to keep your personal and professional finances on track. Ready to learn more? Tell us about yourself, and we’ll reach out to schedule an initial conversation.

Everything you need, all in one place

Goal-based financial planning

Personal and business cash-flow analysis

Investment management

Debt management strategy

Buying and selling a practice

Succession planning

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


Loan products subject to credit approval.