Not-For-Profit investment services: Investing that works. For the entire community.
We recognize that careful stewardship of these assets helps them grow and deliver more service and philanthropic giving back into the community. It’s important work, and we take it seriously. And because we are deeply involved in the community, we are also able to help direct charitable resources to local philanthropic organizations where they’ll have the greatest impact.
Meeting with the USB team is the first step.
Let's Start A Conversation
Call us at 866.872.1866 and we'll meet you at a branch, your home, office or anywhere that is convenient.
Email us and we will reply within 24 hours
INVESTING & FINANCIAL PLANNING
We simplify financial planning and investment management services by keeping them under one roof, close by, comfortable and personable.
TRUST AND ESTATE PLANNING
Our Wealth Management Professionals can guide you through the process of setting up estate trusts and estate plans, designed to protect your wishes.