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United Wealth Management

United Bank is pleased to announce our alliance with Ameriprise Financial and Financial Advisor Adam Mohr to make available investment and financial services to our customers.  

As an experienced advisor with Ameriprise Financial, Adam Mohr and his team focus on working with clients through a comprehensive financial planning approach. At Ameriprise, our unique and collaborative Dream > Plan > Track > ® approach to financial planning starts with your dreams, not just the numbers. Not only will Adam and his team work with you to determine the most suitable investment strategy, they will work to thoroughly understand your goals and review your current financial situation in order to create a financial plan that meets your specific needs, both in the short and long term. As your priorities evolve over time, they will help you revise your planning strategies as your needs change.  

Areas of Focus  

  • Investment Management Strategies
  • Retirement Planning Strategies
  • Wealth Preservation and Protection Planning 
  • Charitable Giving and Legacy Planning
  • Estate and Tax Planning Strategies
  • Small Business Planning
  • Saving for Education
  • Employer Defined Benefits Planning
  • Domestic Partner Planning 

Contact us
You are invited to learn more about Adam Mohr and his team by visiting his website at www.ameripriseadvisors.com/adam.t.mohr or by calling his office at 715.832.7715. You may also email Adam directly at adam.t.mohr@ampf.com.
 

 

*Please note that emails are not secured transmissions so please DO NOT send account numbers, social security numbers, or any other information you would like to keep private to United Bank or anyone else in an email message. Thank you

 

 Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Investments are not insured by the FDIC or any other financial institution, are not deposits or other obligations of the financial institution, are not guaranteed by the financial institution, and are subject to risks, including possible loss of principal. Ameriprise Financial and United Bank are not affiliated.
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