Asset Management
Wealth with impact
Enable you and your family to live beyond wealth.
Forward Together
We deliver entrepreneurial investment strategies, sophisticated tax planning and generational wealth guidance to help you unite, grow and thrive as a family.
Sincere Service
Our passionate, credentialed and experienced family wealth management and planning team is committed to serving your goals and your family.
Supporting You Through Change
Life is in constant motion, and for families that don’t plan to slow down, we have experience, skills and services to help you navigate any transition on the horizon.
Serving Your Family Charter
Your family is one-of-a-kind, which is why we seek to understand the dynamics of your family and empower all generations to actively participate in building and living a shared vision for the future.
Our Founding
UMB Family Wealth was founded with the vision of supporting enterprise families and meeting their unique needs. Our affiliate, UMB Bank, n.a., and the Kemper family — who have been at UMB’s helm for five generations — have served clients for more than a century. We leverage that history and experience to deliver effective asset management strategies.
Nikki Newton
President
UMB Private Wealth
More than 20 years of experience
Jacquie Ward
Director
UMB Asset Management
More than a decade of experience
Download or view the Customer Relationship Summary here: Customer Relationship Summary – Investment Advisor
Download or view the Form ADV Part 2A Brochure here: Form ADV Part 2A – Brochure
Other Products and Services
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Securities offered through UMB Family Wealth are:
NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED