Wealth Management*

Investment Management

Global Investments, Local Advice.

You get the very best of both worlds at Union Savings Bank.

We offer world class investment management for high net worth individuals, right from our Litchfield Hills and Farmington Valley offices

Local team of investment experts
Dedicated to ensuring you achieve your personal and business financial goals
Taking the time to listen, understand and to develop a personalized plan

Customized Portfolio Strategy

Our investment team develops a highly personal and customized, tax-managed portfolio strategy for every managed account:

We match the needs, risk tolerance and goals of our clients
Our buy/sell decisions are monitored and we independently measure investment performance to be sure we are on track in meeting portfolio objectives
Close communication is essential to this success
We offer best-in-class options in order to provide the optimal mix of assets for your portfolio to maximize returns

Investments & Insurance

We've got you covered, whether you're looking for investments, life insurance, or retirement planning.

Contact Us

We invite you to learn more about our unique investment offerings and expertise:

Frederick Judd, CFP
Senior Vice President
Trust & Wealth Management
860-567-6434
fjudd@unionsavings.com

* Investment products offered by Wealth Management are not insured by the FDIC or any other government agency, are not deposits or other obligations of, or guaranteed by, Union Savings Bank, and are subject to investment risk, including possible loss of value.