Union Savings Bank

Financial Planning

Holistic and personalized investment strategies to meet your unique goals.

Become a Client

Navigating the path to your prosperity

The Wealth Group is dedicated to simplifying your life with personalized solutions. Our expert team will navigate the planning process and uncover the perfect strategies for your individual needs.
Let's Plan

Full service planning wherever you are in your journey

We have a wide variety of retirement planning services for individuals and businesses, taking complex scenarios and turning them into simplified actionable advice. It’s an all-inclusive, boutique service you can expect from a mutual bank from professionals who know no other way.

Our Process

Our holistic planning process will work to determine which areas should be prioritized based on your exact needs. Working together, we’ll develop an evolving roadmap to achieve your personal and financial goals.

Wealth Services

Discover additional solutions designed to meet your unique financial goals

Investment Management
Investment Management
Professional management of your assets to grow and protect your wealth over time.
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Trust and Estate
Trust and Estate
Expert guidance to ensure your wishes are carried out seamlessly.
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Brokerage and Insurance
Brokerage and Insurance
A full range of investment and insurance solutions to protect what matters most.
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START A CONVERSATION

A 30-minute consultation – on us.

No commitment, no pressure. Just an honest conversation with a local advisor about where you are today and where you want your family’s legacy to go. We understand this is your life’s work — and we don’t take that responsibility lightly.

Disclaimers

Securities not FDIC insured. No Bank Guarantee. May Lose Value.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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