Union Savings Bank
Vincent Camarota Jr.

Vincent Camarota Jr.

Vice President, Department Manager | Financial Advisor, RJFS | Wealth Management Officer

"A trusted advisor relationship helps families align their values with their vision for the future. True success comes from defining and prioritizing the financial objectives that matter most to your family."

About

Building Wealth Strategies That Align With Your Life, Not Just Your Portfolio

Vincent brings over 20 years of financial advising experience to The Wealth Group Financial Advisors.

Using a personalized approach to customer’s needs, Vincent builds actionable strategies that help clients navigate their financial decisions in pursuit of their goals. He seeks to understand clients broadly and deeply enough to find the opportunities that add value not only to their financial objectives, but also to their life aspirations.

In conversations with clients, he helps them determine what is truly important, and then develops actionable, flexible strategies that result in an actionable blueprint for their lifestyle.

Vincent’s Niche

Income Planning, Fixed Income Investing, Income Focused Investments and Financial Planning.

Core Values

Understanding clients deeply, both their financial objectives and life aspirations, to create meaningful, flexible strategies that enhance their overall success and well-being.

Insights

Keep More of Your Money: Tax Free Municipal Bonds
Financial Planning

There are very few ways in which you can earn something and not have to pay any taxes. And for many ...

Start the new year right by reviewing and revamping your financial plan.
Financial Planning

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Limit or Limitless? Careful Retirement Income Planning
Financial Planning

A Look at the Importance of Estimating and Generating Income for Retirement Plans. Where do I start?...

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