- Tax PlanningWe deliver entrepreneurial investment strategies, sophisticated tax planning and generational wealth guidance to help you unite, grow and thrive as a family.
- Charitable Giving
- Tax ServicesThe probate process can be intimidating. Approach the process with confidence knowing your heirs will have the best care possible with UMB named executor or personal representative of your estate. Our team of professionals will provide neutral management with comprehensive estate and tax services...
- Investment ManagementUMB Institutional Investment Management is a specialized team of individuals dedicated to the nonprofit and institutional markets of UMB’s Investment Management division.
- Mutual FundsPortfolios constructed based on client goals using stocks, bonds, ETFs, mutual funds, socially responsible strategies and access to full suite of liquid and private placement alternative investments
- Bonds
- Wealth ManagementWith UMB Bank, personal banking is made easy with a suite of services from checking and savings accounts to credit services, investing and wealth management. We help you manage your money, meet your financial goals and finance your next big purchase. Our personal checking accounts and savings accounts are designed with your needs in mind, and we offer credit card and personal lending products with competitive rates.
- Accounting Services
- Payroll ServicesThrough Paycor, we provide an integrated employee management solution that includes payroll processing, human resource management, customized reporting and tax filing. You can benefit from the most intuitive employee management software on the market – and receive preferential pricing exclusively for UMB clients. Connect today
- Bookkeeping ServicesAs custodian for the assets of individual investors, UMB provides various bookkeeping services, including periodic statements, collection and distribution of income, details of purchases and sales of securities, notification of all transactions and year-end tax information. With a UMB custody account, you can...
- Financial PlanningWe believe in an active financial planning process that delivers a comprehensive view of your financial journey—with conversations and support at every turn.
- Retirement PlanningWe can help you throughout your life stages with modules that range from retirement planning to creating a financial foundation for a family.
- Annuities
- Long Term CareHealth savings accounts are a strategic way to save for your future health expenses, from medical bills and hospital charges to prescriptions and long-term care premiums. To help you optimize your health savings account, UMB offers a unique investment opportunity with HSA Saver®. HSA Saver is an investing platform that allows you to invest your health funds once you reach a minimum account balance of $1,000. Call 866.520.4472 to learn more.
- Asset ManagementOur investing philosophy is consistent, with a foundation in strategic asset allocations and diversification among asset classes and market capitalizations in a portfolio. We dedicate tremendous resources to asset allocation research and analysis, with a two-prong approach featuring both longer-term, strategic asset allocation and short-term, more opportunistic, tactical asset allocation.
- Living TrustsA living trust can be a strategic complement to your will that provides additional privacy when it comes time to distribute assets and flexibility to accommodate changes over time. We can discuss the opportunities for a living trust and whether it’s right for you.
- Gifting StrategiesUMB has a team of financial professionals who can help you create and implement the gifting strategy that helps you meet your financial and estate planning goals. As part of your legacy vision, gifts to charity may be made during your lifetime or after your death. You may give nearly any type of asset to charitable groups. Common gifts include...