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Developing a Long-Term Financial Plan Customized for You

Union Savings Bank Wealth Management expertise, services and resources rival those of much larger national banks and investment firms.  Our approach to investment management involves creating a customized solution for each individual, business or organization.

When you entrust the advisors at Union Savings Bank Wealth Management to steward your financial affairs, you can enjoy investor confidence, clear communication, and a strong collaborative team focused on your financial needs. We offer investment options that include equity and fixed-income management, mutual funds, and exchange-traded funds– providing the optimal mix of assets to help maximize return potential.

The advisors at Union Savings Bank Wealth Management can provide:

  • Asset allocation strategies, including thorough analysis of your current holdings, to help preserve the wealth you may have already built while planning for potential future growth.
  • The availability of multiple financial resources, such as trusts, insurance products and intergenerational planning, to create a single comprehensive strategy.
  • Adherence to time-tested investment policies and procedures that emphasize mitigating risk through diversification, limiting asset concentrations, diversifying sector and industry exposure, and selecting investments with above-average credit quality and investment characteristics relative to the industry.
  • Unbiased advice and solutions customized for you. We are not bound by our own proprietary products.

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 individualized 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.