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This location is not a full-service branch and does not process cash transactions. It is also by appointment only. Please visit one of our other branches for consumer banking services.
Milwaukee Private Wealth Management Center
Private Wealth Management
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789 N Water Street, Suite 400
Milwaukee, WI 53202

Lobby Hours

Tuesday 9:00am - 5:00pm
Wednesday 9:00am - 5:00pm
Thursday Closed
Friday 9:00am - 5:00pm
Saturday Closed
Sunday Closed
Monday 9:00am - 5:00pm

Services

  • Business Planning Solutions
  • Estate Planning/Trust Management
  • Financial Planning
  • Investment Management
  • Private Banking

The Milwaukee Private Wealth Management Center is located near the intersection of N Water Street and W Wells Street in Milwaukee, WI. Our UMB team prioritizes your customer experience and are equipped to satisfy all your banking needs.

This Milwaukee WI location has everything you need to meet your private wealth management needs. Our team is prepared to answer questions and educate customers on a wide range of financial services, including portfolio management, private banking, trust administration and more. Stop by today and talk with our friendly private wealth management team.

UMB consistently gives back to the local Milwaukee, WI community through associate volunteerism, corporate and individual giving, and through financial services that support the Milwaukee local economy. We are proud to be a strong partner to Milwaukee businesses, organizations, and individuals. We invest our time, resources, and talent to Milwaukee organizations and issues that help improve our community for the long-term. We value our community relationships and encourage our associates to make a difference in the Milwaukee, WI area. Our Milwaukee team is experienced and genuinely want to see you succeed. We're focused on creating positive experiences for our Milwaukee customers because, at UMB, you're not just a number. We take the time to get to know you, your goals and your values so we can be a partner throughout your financial journey.

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