You may have an inheritance or have amassed a significant amount of wealth through a strong savings plan over the years. Union Savings Bank’s Wealth Management team can help safeguard and grow your savings and investments during retirement. Our Wealth Management team utilizes a broad array of services, such as personal investment management, cash flow analysis, budget planning, and trust and estate planning to help protect and grow retirement savings.
Our Wealth Management Trust Department can serve as a corporate fiduciary as well. We can step in to manage your family’s financial affairs if an unforeseen event occurs – illness, incapacity, or even death. We may serve as an Executor and/or Trustee, to help settle your estate, coordinate probate administration, invest funds for your spouse, children or personal foundation.