Investment Services, Wealth Management, and Trust Services
Investment Services
No matter what type of investor you are, let one of our experienced Financial Advisors sit down and review your investment objectives to help you better formulate a more effective financial plan. More...
Wealth Management
As your wealth grows, you may want to make sure you keep what you have earned over you life. Your goals might be to finance a well-deserved retirement, to give your grandchildren a start in life or to support a favorite charity. You may be looking for someone to manage your wealth for you, or perhaps you're interested in protecting your wealth and your heirs through trusts and estate planning strategies. Univest is the right choice for investors with more than $250,000 in investable assets. More...
Trust Services
While Univest Wealth Management advisors can help you plan for your future and manage your assets, the Univest Trust Group actually helps you carry out your plans. Trusts are legal entities that can help you avoid probate, reduce estate taxes and ensure that your heirs are cared for and your wishes are carried out. Univest trust officers will meet with you and your attorney to determine your goals and the types of trusts that can help you meet your goals. More...