Union Bank’s Asset Management Group adheres to a disciplined investment process. We will not chase the latest fads.
We have the skills, experience and objectivity to help you achieve your financial goals and, as fee-based financial advisors, we are focused exclusively on working in your best interest.
We’ll work with you to help you articulate your needs, identify your financial objectives, and determine your risk tolerance. These are all essential prerequisites to implementing a successful investment strategy.
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.
Asset 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.