Financial planning

UMB provides a holistic financial planning strategy. Our financial planning offers proven solutions that are personalized for you.

Investment management services

Employing our suite of investment products and solutions, we can tailor a plan designed to achieve your unique objectives.

Personal trust services

Discover the confidence that comes with personalization trust and custodial services backed by the experience of serving clients for more than a century.

“At UMB Private Wealth Management, we believe in the compounding effect of good decisions – that one good decision leads to the next. In financial planning, the first good decision paves the way for a lifetime of great outcomes, leading you toward financial goals and fulfilling your own vision of success.”

Thank you for choosing UMB Private Wealth Management. We look forward to meeting with you and bring clarity to your financial picture.

© 2024 UMB Financial Corporation. All Rights Reserved.


Nikki Newton

UMB Private Wealth Management

Business Insights


Small Business Loans

  • Custom solutions
  • Equipment loans
  • Real estate loans
  • Invoice factoring and financing
  • Term loans
  • Microloans

Funding by Line of Credit

  • Borrow what you need, when you need it
  • Flexible terms
  • Rates tailored to your unique needs
  • Automated payment option

Credit Cards

  • Advanced reporting capabilities 
  • Improve cash flow efficiency 
  • Streamline your payables
  • Reduce fraud
  • Get rewarded for spending

Merchant Services

  • Payment processing
  • Payment security
  • Ecommerce solutions
  • Variety of payment interfaces

Treasury Management

  • Accounts receivable management
  • Accounts payable management
  • Payment services
  • Fraud management
  • Real-time reporting
  • Remote management

Improving Cash Flow

  • Strategically planning for short- and long-term
  • One-on-one business consultations
  • Comprehensive online account management
  • Responsive customer service
  • Business checking built for your needs 


How to Improve Small Business Cash Flow: 5 Tips for Business Owners

Help keep your company nimble.


Small business lending: A guide to applying for a loan

Insights into how to prepare for a small business loan.


Your Future Clear and Confident

UMB Private Wealth Management cuts through the noise to provide time-tested solutions and uncomplicated advice. We ask the right questions and use the best tools for a financial strategy that aligns with your needs for today and dreams for tomorrow.

Schedule an Appointment

2024 Private Wealth Economic Outlook

Helping you navigate economic cross currents ahead

UMB’s chief investment officer and director of asset allocation offer expert insights for 2024.

Bank deposit products provided by UMB Bank n.a., Member FDIC. Equal Housing Lender

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UMB Private Wealth Management operates as a fiduciary, which means we put your interests first. Right where they should be.

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