Good to grow.
As your wealth grows and portfolio management becomes increasingly complex, having someone assist you in preserving what you have built or assisting you in meeting retirement goals is important. Univest Wealth Management has more than $1.5 billion in assets under management and 80 years of experience in money management, financial risk assessment and investment management. Our team of dedicated professionals utilizes a highly individualized approach to all of your wealth management needs.
What We Do
We provide you with the knowledge and experience needed in today's complex investment environment by utilizing a consistent and disciplined investment style and refined asset management strategy.
We focus on your financial goals and assess your risk tolerance to develop an appropriate asset allocation strategy that works even in volatile markets.
A senior financial advisor will work in conjunction with your accountant and attorney to create and execute an individually tailored financial plan, up to and including charitable giving preferences. Portfolio performance and statement information are available via the Internet. Tax information such as capital gains and cost basis can be found on scheduled statements.
Benefits to You
A dedicated and experienced portfolio management team will take the time to get to know you and be available to you when you have questions. All customer accounts are reviewed regularly by an investment committee, which includes Univest Senior Management.
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.