Wealth Management
Wealth Management

Wealth Management

Achieve Your Wealth Management Goals

Our Wealth Management team can help you navigate the financial twists and turns by helping you build, preserve, and transfer your wealth.

A dedicated team approach

Our team approach delivers integrated financial solutions, including:

  1. Consumer credit and liquidity management
  2. Trust and estate planning
  3. Discretionary asset management
  4. Brokerage services

Our community bank model enables decisions and servicing to be handled by a local wealth team.

We can help you answer questions like:

  1. How much investment risk is appropriate for you?
  2. How do you leave a legacy for loved ones and/or charities, and when is the best time to start?
  3. Do you have enough ready cash and insurance?

Our vision

Our vision is to build lasting relationships. Our relationship starts with learning about you—your priorities, your goals, and your dreams. Together we navigate a path for accomplishing your financial goals.

Our vision is to build lasting relationships.

A heritage of trust and service in Virginia

Whether you live in Richmond, Charlottesville, Fredericksburg, or anywhere across Virginia, you can expect the extraordinary level of service and respect for which we are known. No matter where you are in life, it's never too soon or too late to secure the guidance you need to move wisely and deliberately toward achieving your wealth management goals and financial independence.

We Start With A Plan And Work As A Team

We bring together a team of dedicated advisors who offer comprehensive wealth management services to help you achieve your financial goals.


Insurance Professional

Financial Advisors are insurance-licensed and can provide life, long-term care, and disability insurance.

Meet our Financial Advisor team.


Financial Advisor

Financial Advisors provide financial planning, investment management and insurance services to offer robust asset management solutions including separately managed accounts, mutual funds, individual securities, UIT's, ETF's and annuities.

Meet our Financial Advisor team.


Client Advisor

Client Advisors can act as lead advisor in the implementation of integrated wealth management solutions with the wealth team, along with serving as the specialist for lending and deposit services.

Meet our Client Advisor team.


Trust Advisor

Trust Advisors provide a full array of trust, estate planning, estate and income taxation, and estate administration.

Meet our Trust Advisor team.


Portfolio Manager

Portfolio Managers are responsible for active and customized investment management of client funds while partnering with Trust and Client Advisors to provide a comprehensive wealth strategy designed to accomplish the client's goals and objectives.

Meet our Portfolio Manager team.


Wealth Management - 4 Step Process

Our 4 step process revolves around you - our CLIENT.

  1. We DISCOVER your preferences, priorities, and values.
  2. We DETERMINE how we can help meet your goals.
  3. We DEVELOP a plan by gathering an experienced group of Wealth Management professionals.
  4. We DELIVER results and constantly MONITOR progress to ensure your goals are on track.

Union Wealth Management Services

Draw on the expertise and experience of our entire Wealth Management team for everything from Retirement Planning to Estate Planning. We will work with you in the years ahead, serving you and your family as your lifelong trusted advisors.

Private Banking

Get undivided personal attention to all of your financial concerns with a client advisor.

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Our advisors offer a personalized financial strategy, not a generic investment program.

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Get the guidance you need to ensure that the people and organizations you care for are protected.

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Need advice?


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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 Investment Services and all affiliated companies are independent of Raymond James Financial Services. 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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.


Union Investment Services
3900 Westerre Pkwy, Suite 201
Henrico, VA 23233