Build a future you can trust in.
Choosing a trustee to properly manage and transition your finances could be one of life's most important decisions. At Univest, we understand that trust is personal. We never lose sight of the fact that our estate and planning services are not just about the products, numbers and calculations, but about you, your values and your goals. With more than 80 years of experience and $1.5 billion in assets under management, our experienced team of trust advisors can help you plan your future.
Offerings and services include estate planning and trust funds, asset allocation recommendations for charitable trusts, setting up an appropriate trust fund for yourself or your heirs, and setting up a living trust to reduce the amount of estate tax levied.
Investment products offered by Univest Bank and Trust Co.'s Wealth Management and Trust Division and Univest Investments, Inc., member FINRA and SIPC, a licensed broker dealer, are not insured by the FDIC or any federal government agency, are not a deposit or other obligation of or guaranteed by the depository institution, and are subject to risks, including possible loss of principal amount invested.