Securities and insurance products are:
NOT FDIC INSURED • NO BANK GUARANTEE • NOT A DEPOSIT • NOT INSURED BY ANY GOVERNMENT AGENCY • MAY LOSE VALUE
UMB Private Wealth Management is more than the typical wealth management firm. Dedicated to the full spectrum of your financial health, we offer a:
Team-based approach
Your UMB wealth advisor leads a team of private wealth professionals who always put your interests first.
Holistic advice strategy that makes sense
Our financial planning offers solutions that are personalized for you.
Legacy of integrity and honesty
For more than 100 years, UMB has made business decisions based on a commitment to doing what's right.
With UMB you get an experienced wealth management team that's right for you.
Investment Management
For more than a century, we have saved, grown, protected and preserved our clients’ money with principled discipline.
Investing
Financial Planning
We believe in an active financial planning process that delivers a comprehensive view of your financial journey.
Financial Planning
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.
Trust and Estate
Business Planning Solutions
We offer customized, full-service solutions backed by years of experience. Together, we can tailor your unique plan so you can exit with confidence.
Business Planning Solutions
Asset Management
A multi-family office that enables you and your family to live beyond wealth.
Asset Management
Retirement 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.
Retirement Accounts
The Scoop Videos
The Scoop is a series which simplifies complex financial questions about wealth. Each episode features a comedian and a UMB Private Wealth associate unpacking a financial topic in a humorous and relatable manner. If you’ve had difficult questions about wealth and are looking for compelling answers – the Scoop’s for you. Watch our latest episode.
View previous episodes of the Scoop on our YouTube Channel.
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.
Risk Management
Our experienced insurance professionals are dedicated to finding the right personal or business insurance solutions for you.
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April economic check-in: Tariff turmoil and a fiscal pickle
Read NowAs we have been expecting, 2025 is indeed proving to be the year of uncertainty and volatility. The global tariff storm is building with U.S. tariffs increasing and strong counter measures now being launched at the U.S. by our major...
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This time really is different: UMB’s 2025 economic outlook
Read NowAs we settle into 2025, we might think this is a repeat of 2016; however, this time really is different. The financial markets had a robust return in 2024, and we closed out the year with a few other interesting...
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October economic update: More uncertainty, but better news
Read NowWe had an amazing ride during the third quarter of 2024. The headlines (both economic and otherwise) were volatile, and the markets were as well. We’re heading into the holiday season having experienced an amazing run in the broad equity...
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Does the upcoming election matter?
Read NowThe answer is clear: Yes and no Market turmoil has been elevated in recent months, and the impending presidential election has many investors asking about the impact the election results will have on their finances, and also what they should...
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Q3 2024 economic update: Not out of the woods yet
Read Now3Q 2024 economic update and look ahead Learn how the second quarter of the year surprised us a little and where we think the third quarter will take us. The U.S. economy appears to have rebounded nicely in the second...