Wealth Management
Your financial future shouldn't be trusted to just anyone
Individual Client Services

We build lasting relationships, focused on delivering personalized solutions for our clients and their families

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Institutional Client Services

Let us help you build and manage your assets to accomplish your mission

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Meet the Team

Our industry professionals are eager to invest in your financial future

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Financial advice that you can trust

Choosing to work with Union Wealth Management is choosing to begin a lasting and meaningful relationship. Our advisors will take as much time as necessary to listen to your financial needs and develop a lasting financial plan that will help you reach your goals. We are 100% committed to our clients and their needs, and our results are further proof that what we are doing really matters. 

Please watch our video below to learn more about how we focus on you, our client.

Check the background of Union or any of their investment professionals on FINRA's BrokerCheck.

Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. View the Raymond James privacy notice.

Union Bank & Trust, Union Investment Services, and Union Wealth Management are not registered broker/dealers, and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities are not insured by bank insurance, the FDIC, or any other government agency, are not bank guaranteed, are not deposits or obligations of the bank, are subject to risks, including the possible loss of principal.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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