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  • Wealth Management Slide 2

Partners for the Long-Term, Investments for Your Lifetime

Established in 1975, Union Savings Bank’s Wealth Management division has more than $400 million in assets under management and administration.  While our expertise, services and resources rival those of much larger national banks and investment firms, our clients enjoy our small-bank atmosphere. We specialize in providing investment management services for individuals, not-for-profit organizations, corporations and municipalities as well as trust and estate administration services and pension management.

When you entrust the advisors at Union Savings Bank to steward your financial affairs, you can enjoy investor confidence, clear communication, and a strong collaborative team focused on your financial needs.

No matter what your stage in life – whether you’re building for the future, managing your retirement income or protecting your wealth for your heirs – you can rely on our dedicated team to uncover solutions designed to help you plan, grow and meet your goals.

Union Savings Bank Wealth Management can offer the following value-added services and guidance:

Investment Management Services

Seek help with managing your investments by partnering with a Union Savings Bank Wealth Management professional. Learn More >

Trust Services*

Eliminate uncertainty and unnecessary expenditures for your heirs. Learn More >

Estate Services*

Gain peace of mind that your intentions are carried out after you’re gone with a trustworthy and experienced executor. Learn More >

Brokerage Services

Benefit from our relationship with Raymond James Financial Services, Inc., an independent broker/dealer providing the entire spectrum of investment opportunities available in today’s market, as well as life insurance options. Learn More >

Retirement Planning your retirement is an ongoing process, even after you stop working.

Check our background with FINRA's BrokerCheck.

*Trust and Estate Services are not offered through Raymond James Financial Services. 

Securities and investment products and services are not insured by the FDIC or any other government agency of the United States and are not deposits or obligations of, nor guaranteed or insured by, any bank or bank affiliate.  These products are subject to investment risk, including the possible loss of value. Union Savings Bank is independent of Raymond James.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Raymond James financial advisors may only transact business in states where they are registered. Follow-up and indvidualized responses involving either the effecting of or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the financial advisor is not registered. 
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