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