Building WealthIf your goal is to continue accumulating wealth, our relationship managers can help you develop a plan.
To create an effective wealth plan, our professionals will help you examine your:
- Family dynamics and personal goals
- Business ownership and succession plans
- Income and cash flow needs
- Risk tolerance for investing and market fluctuations
- Goals for your children and your legacy
- Charitable giving desires
- Potential tax implications
In addition to our full range of banking services, your relationship manager can introduce you to professionals who can help you implement your investment strategies, including through our brokerage and investment advisory subsidiary, UnionBanc Investment Services.###DISCLAIMER:2_0 UBIS Highmark Combined Long### And, as you begin planning for the future, our wealth planners can assist you in developing a plan to grow your wealth.
At a time that is convenient for you.Schedule