Skip to main content
Find a Branch or ATM Location
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
Skip link
789 N Water Street, Suite 400
Milwaukee, WI 53202

Lobby Hours

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

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.

UMB Private Wealth Management

An experienced wealth management team can balance the noise, set the levels and dial in your financial plan to a frequency that's right for you. Learn more about UMB Private Wealth Management today.

Connect with a Wealth Advisor

Open Your UMB Checking Account Online Today

Learn more about our checking account options and easily open one online in just minutes.

Apply Now
  • 5.1 mi
    5380 North Port Washington Rd
    Glendale, WI 53217
    Services:
    • ATM Accepts Deposits
    • Car Loans
    • Credit Cards
    • Home Loans
    • Notary
    • Financial Guidance
    • New Accounts
    • Small Business Solutions
  • 3220 South Business Dr
    Sheboygan, WI 53081
    Services:
    • ATM Accepts Deposits
    • Car Loans
    • Credit Cards
    • Home Loans
    • Notary
    • Financial Guidance
    • New Accounts
    • Small Business Solutions
  • 48.8 mi
    2511 Eastern Ave
    Plymouth, WI 53073
    Services:
    • ATM Accepts Deposits
    • Car Loans
    • Credit Cards
    • Home Loans
    • Notary
    • Financial Guidance
    • New Accounts
    • Small Business Solutions
  • 655 South Taylor Dr
    Sheboygan, WI 53081
    Services:
    • ATM Accepts Deposits
    • Car Loans
    • Credit Cards
    • Home Loans
    • Notary
    • Financial Guidance
    • New Accounts
    • Small Business Solutions
  • Open Your UMB Savings Account Online Today

    Learn more about our savings account options and easily open one online in just minutes.

    CONNECT WITH