Wealth Management

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Our Union Savings Bank investment professionals can provide you with a complete financial analysis and recommendation based upon your goals and objectives, risk tolerance and timelines.

Plus, our investment management service can help you save time and effort by removing the worry of managing your investments personally. 

Services include:

• Ongoing Financial and Investment Planning
• Investment Management and Supervision of Assets
• Custody and Safekeeping of Assets
• Collection of Income, Stock Dividends, Stock Splits, Rights and Other Receivables
• Sweeps to Money Market Account
• Remittances of Income as Required
• Portfolio Reviews

Trust Services

Trust services are designed to benefit almost anyone with significant assets...husbands and wives who want to financially protect each other or make certain their children are protected...young professionals or entrepreneurs who are accumulating assets...individuals preparing for retirement, etc.

A trust can protect your assets and ensure that they are distributed according to your wishes, regardless of what may happen in the future. You can arrange for the protection of a spouse or your children, plan for your retirement and maintain your lifestyle, ensure the education of your children, or plan for any other major life event, including the final distribution of your estate. We can help you establish a trust that is tailored to your specific circumstances and needs.

Trust services include:

• Testamentary, Revocable and Irrevocable Trusts, Conservatorships and Guardianships
• Estate Planning and Settlement Services
• Preparation of Required Accounting and Tax Reporting
• Beneficiaries' Tax Letters

Our Wealth Management professionals are available to meet with you. For additional information, or to schedule an appointment, please contact:

Investment products and services are not insured by the FDIC or any other agency of the United States and are not obligations of Union Savings Bank, and not guaranteed by Union Savings Bank. These products are subject to investment risk, including possible loss of principal amount invested.