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 and investment advisory subsidiary of
Univest Corporation of Pennsylvania, 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.