Union Bank’s Wealth Management Group adheres to a disciplined investment process. We take our responsibility to our Wealth Management clients seriously and will not chase the latest fads.
Our Wealth Management team has the skills, experience and objectivity to help you achieve your financial goals. Also, as fee-based financial advisors, we are focused exclusively on working in your best interest. If you’re looking for a Wealth Management team that will serve as a fiduciary (meaning we put your interests ahead of our own), that’s what we’ve been doing at Union Bank since the beginning.
At Union Bank, we’ll work with you to help you articulate your needs, identify your financial objectives, and determine your risk tolerance to help you find the best wealth management services for you. These are all essential prerequisites to implementing a successful investment strategy*
Ready to take the first step toward a more empowered financial future? Contact the Wealth Management Services team at Union Bank today!
Investment Management options range from custodial, to advisory, to fully managed accounts, helping you find a management style that suits your investments.
Personal Trusts can help secure the future of your estate for you and your loved ones.
Retirement Strategies that range from IRAs to investment management help you decide how best to save for retirement and subsequently draw on your accumulated wealth.
Estate Services give you peace of mind knowing that your family will be taken care of tomorrow, thanks to solid financial and estate planning with Union Bank today.
Commercial Client Services
Commercial Client Services include escrow, investment management and custodial services, to help commercial clients manage their money.
Wealth Management Team
Our experienced advisors work with you to develop a plan and identify strategies that will help you manage your money and assets to reach your goals.
“Union Bank’s Asset Management team has been an integral part of my family trust and investments. They are always helpful, responsive and truly care about my family’s overall financial footprint.”
-Bill, St. Albans, VT
“The Wealth Management team has been wonderful to work with. They always have an answer for me and guide me in the right direction. Every phone call is either answered or very quickly returned. Union Bank always has time for my questions and no question is too small. “
-Leslie, Hyde Park, VT
“Our relationship with Union Bank’s Asset Management team is in its second generation. My parents appreciated the Bank’s personal attention and my husband and I also decided to manage our investments through Union Bank. Members of the team have always been responsive to our needs. We trust them and are confident they will make well informed decisions and recommendations with our best interests in mind.”
-Judy, Gulfport, FL
“I have been impressed with the Wealth Management team at Union Bank and their ready response to inquiries and actively managing and reaching out to account holders with information, suggestions and conducting regular meetings. “
-Judy, Peterborough, NH
“I transferred all my accounts to Union Bank several years ago. My financial advisor is always there to see me if I have a question and is patient with my sometimes, “stupid” questions. I receive statements every month so I can track my investments and the fees are clearly labeled and explained, something that was hidden with my previous management company. I am extremely pleased with both the management and performance of my assets.”
-Georgeana, Cambridge, VT
*Unlike traditional bank deposits, non-deposit investments are not insured by the FDIC; are not deposits or other obligations of Union Bank and are not guaranteed by Union Bank; and, are subject to investment risks, including possible loss of the principal invested.
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