Union Savings Bank

Why Us?

We offer unbiased advice and tailored solutions, but what’s really impressive is our personal touch.

Why Us

Collaborative in our approach and thoughtful with our counsel.

Our full-service wealth management team works diligently to create a personalized plan to accomplish your goals. We believe that clear communication and a strong collaborative relationship is the key to success.

Focused on preserving and cultivating our relationships.

For almost 50 years, our team has been providing complete financial planning, investment management, trust and estate services and administration for individuals, institutions, municipalities, and not-for-profit organizations. In addition, The Wealth Group has an expanded suite of services from The Wealth Group Financial Advisors that includes offerings through Raymond James Financial Services, Inc. From insurance products to 401(k) plans, you will have access to a robust selection of resources that will help contribute to your overall financial well-being.

Our process begins with you.

We’ll craft a personalized long-term plan aligned with your goals, ensuring our recommendations are designed with you and your family in mind.
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Resources for Every Financial Journey

Browse articles, guides, videos, webinars and educational tools to help you make informed financial decisions.
Browse Resources

START A CONVERSATION

A 30-minute consultation – on us.

No commitment, no pressure. Just an honest conversation with a local advisor about where you are today and where you want your family’s legacy to go. We understand this is your life’s work — and we don’t take that responsibility lightly.

Disclaimers

Securities 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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