Investing solutions for everyone

When it comes to financial goals and priorities, everyone's situation is different. No matter what stage of life you're in, it's important to plan for life's pivotal moments. Whether it’s planning for college, starting your first investment account, selling a business, planning to retire, or creating a legacy for your grandchildren, our trusted advisors use a consultative approach to understand your needs and provide customized solutions based on a solid foundation of expertise.   

 

Univest’s Wealth Management Division has more than $3.0 billion in assets under management and supervision and is equipped to deliver financial planning, investment management, and fiduciary services to individuals, businesses, and nonprofit organizations.

 

Investment Management

Our value is more than just reliable research and returns. Investing requires discipline during both rewarding and challenging markets. Our team will design a portfolio based on your tolerance for risk and investing goals.

 

 

Financial Planning

Our planning process starts with determining your needs, wants, and goals now and in the future. This approach combines our vast knowledge with innovative technology to develop a comprehensive, highly customized financial blueprint to help you achieve your financial plan.

 

 

Retirement Planning

We will help you every step of the way, from planning to budgeting, organizing to saving, deciding when to retire, consolidating outside retirement assets, to assisting you in the transition to retirement living. Set the stage for your retirement by taking our retirement ready assessment.

 

 

Legacy Planning

The more wealth one accumulates, the more complicated life can become. We are committed to helping create your legacy and leveraging your wealth in positive ways, now and for future generations.

 

 

Wealth Protection

Choosing a trustee to properly manage and transition your finances could be one of life's most important decisions. We never lose sight of the fact that estate and planning services are not just about the products, numbers and calculations, but about you, your values and your goals.

 

 

Concierge Services

Our business is managing your wealth, not selling products or services. Over the years we have invested in banking, tax, legal, and insurance relationships to assist our clients in rounding out their team of experts. 

 investing 1


 investing 2

 
investing 3

 

 

investing 4

 

investing 5

 

investing 6 





  
  

If you would like to plan for your pivotal moments, simply submit your information below and one of our trusted financial advisors will contact you within one business day.

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.