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.
Our Approach
We focus on your financial goals and assess your risk tolerance
to develop an appropriate asset allocation strategy that works even
in volatile markets.
Client Services
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 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.