Private Wealth

Your Story. Our Focus.™

Wealth Management

Your Story. Our Focus.™

We are with you. We are here for you.

In these uncertain times, we are certain about one thing: We will continue to serve you and service your accounts as we always have. (Though it may be over the phone, via email or through a window—and there is a chance you could hear pets and kids in the background.)

We are shifting to adapt to the new normal as we focus on the health and safety of our clients, associates and communities. But we’re in this together. Please do not hesitate to reach out to us to talk through your financial needs and make sure you have a plan that works today, six months from now, and for the future.

Strength and stability

Our high-touch, responsive service, prudent business practices, and stable balance sheet have helped us adeptly navigate shifting economic cycles for more than a century. We are built to help you survive and weather market fluctuations during various economic climates.

Stay in touch and be well.
-Nikki Newton, president of Private Wealth Management

  • Our team
    dedicated to you.
  • A disciplined
    time-tested approach.
  • Solutions
    crafted just for you.
  • Today
    and for years of tomorrows.
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UMB Private Wealth Management operates as a fiduciary, which means we put your interests first. Right where they should be.

Investment Management

For more than a century, we have saved, grown, protected and preserved our clients’ money with principled discipline.

Financial Planning

We believe in an active financial planning process that delivers a comprehensive view of your financial journey.

Trust and Estate Planning

We understand the importance of legacy and retirement planning, and we will help build a plan to protect your family for generations to come.

Private Banking

You can rest assured that your banking and credit management needs are being tended to and you can focus on what matters most.

  • People
    that care
  • Solutions
    time-tested approach.
  • More than 100 years
    of integrity
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Women and Wealth
Earn, grow and plan for the life you want

Gender differences in pay, career and lifespan matter for your financial future. Take control of your financial future with services built for your unique needs whether your building wealth, growing your career, getting financially savvy or planning for the next horizon.

Learn more

Risk management

Our experienced insurance professionals are dedicated to finding the right personal or business insurance solutions for you.

Learn about UMB Insurance

Wealth Life Cycle

We will be with you as your lifestyle evolves and you enter different stages of the wealth life cycle. With UMB, you have a guiding partner from financial advising and wealth building strategies, to retirement and legacy preservation plans.

  •  
    Accumulate

  •  
    Grow

  •  
    Protect

  •  
    Share

  •  
    Transfer

Financial planning is a marathon, not a sprint

Much like running a marathon is different than a sprint, planning long-term financial goals is different than simply paying your bills every month.

A knowledgeable financial partner can coach you through this and make the process seem less daunting. Similar to a mile marker showing you what point you are at in a marathon, certain life events signal when and how you should financially prepare. Whether you have just started the race and you are at the beginning of your career, or you are closing in on the finish line of retirement, you should stay on track with your long term financial planning.

Financial planning is a marathon, not a sprint

What women should know about managing their wealth

What Women should know about managing their wealth

It's important to celebrate how far women have come when it comes to managing money. Did you realize that 40 years ago, women couldn't get a credit card on their own or be the sole guarantor for a loan? Instead, they needed their brother, father or husband to co-sign. Now women are owning and running multimillion-dollar businesses and are in charge of the finances for their household.

Ethical Investments: Understanding ESG investing

The investment landscape is changing. When making investment decisions, advisors and investors are now considering social values and ethical options, whether those values center on social responsibility, green efforts, diversity or more. Today, investors can align their values with their portfolios by focusing on environmental, social and corporate governance (ESG) investing.

Ethical Investments: Understanding ESG investing

UMB Private Wealth Management scores 90 on the American Customer Satisfaction Index compared to an industry average of 81. We would love to start a conversation with you.

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