Union Savings Bank

Investment Management

Investment expertise served with a personal touch.

Become a Client

We will guide you on a wealth building journey steered by our expert team’s strategic advice.

Start Building

Our approach to crafting your plan is understanding your life.

We craft bespoke financial plans by closely aligning with your personal aspirations and challenges. Our investment team will conduct an unbiased, comprehensive analysis to develop a strategic plan that strives to meet your unique goals.

Our 4 Point Evaluation Revolves Around You

Needs Assessment
Objectives determined by considering time horizon, risk tolerance, cash flow needs and contributions, liquidity requirements with spending provisions, and tax scenario.
Asset Allocation
Allocate amongst major asset classes, sectors, and industries.
Investment Policy
Specific and flexible enough to permit changes to varying economic conditions and markets.
Investment Selection
Select individual stocks, bonds, mutual funds, and/or ETFs. Then, generate a BUY list guided by fundamental analysis.

Wealth Services

Discover additional solutions designed to meet your unique financial goals
Financial Planning
Financial Planning
Holistic investment plans tailored to your goals. We create a planning process and uncover the perfect strategies for your individual needs.
Trust & Estate Services
Trust & Estate Services
Protect your assets, your family, and your legacy. We carefully craft a customized plan for your estate and your assets.
Brokerage & Insurance
Brokerage & Insurance
Our partnership with Raymond James Financial Services provides access to a suite of mutual funds, 401k plans, annuities, and more.

Disclaimers

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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