Your financial journey begins with a trusted partner
Start Your Journey
You know where you want to go. We can help get you there.
Each person’s idea of wealth is unique and the path to achieve it differs. It encompasses not only financial prosperity, but also personal fulfillment, health, relationships, and more.
Our Services
A complete range of wealth management services under one roof.
Financial Planning
We work together to understand you and your goals, identify practical solutions, and monitor the strategy.
Investment Management
We assess your risk tolerance, time horizon, and objectives. All the while, you’ll receive honest guidance and attention.
Trust and Estate
As a Union Savings Bank corporate fiduciary, we help you plan for and protect your assets, family, and legacy.
Brokerage and Insurance
Expanded services from The Wealth Group Financial Advisors includes offerings through Raymond James Financial Services, Inc.
Our Client-First Approach
The Wealth Group at Union Savings Bank has served Connecticut for nearly 50 years. Our unbiased advice, tailored solutions, and diligent wealth stewardship is always offered with our client's best interests in mind.
We Prioritize What Matters Most
Imagine your investments working as hard as you do, thriving in a way that reflects what you value most. That’s what we aim for with each and every client we partner with.
We are all about a personal touch
We empower every client with the strength of our entire team and network of professionals, every day. When you’re in search of an advisor, rest assured that we deliver outstanding performance at every point of contact.
Our Insights
As a trusted voice in our field, we share key insights and analysis to inform our clients.
Why Estate Planning Shouldn’t Wait
August is National Make a Will Month! The sooner you begin, the more you can protect. If you’re in y...
Navigating the Secure 2.0 Beneficiary IRA 10-Year Spend Down
Key things you really need to know. Beneficiary IRA distributions have changed dramatically since Se...
Have We Entered a New Economic Paradigm?
Tariffs represent a significant shift in U.S. trade policy that might be transformative. Well, the m...