Union Savings Bank

Your financial  journey begins with a trusted partner

Personalized wealth management built around your goals, your family, and your legacy. Guidance that grows with you at every stage of life.

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Complete Wealth Services Under One Roof

You know where you want to go. We can help you get there. We bring decades of multigenerational wealth experience to every client relationship, crafting sophisticated, personalized strategies that put your assets to work.

Financial Planning
Financial Planning
Holistic financial and tax strategies that align your money with your goals
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Investment Management
Investment Management
Professional management of your assets to grow and protect your wealth over time.
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Trust and Estate
Trust and Estate
Expert guidance to ensure your wishes are carried out seamlessly.
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Brokerage and Insurance
Brokerage and Insurance
A full range of investment and insurance solutions to protect what matters most.
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INTRODUCING

Generation Forward

Our dedicated generational wealth planning program connects estate planning, investment strategy, and family conversations into one intentional legacy plan. Built for families who want their wealth to mean something beyond their lifetime.

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WHO WE SERVE

Our Client-First Approach

With nearly 50 years serving Connecticut , we offer unbiased advice, tailored solutions, and diligent wealth stewardship — always with your best interests in mind.

WHO WE SERVE

WHY US

We Prioritize What Matters

Imagine your investments working as hard as you do, thriving in a way that reflects what you value most. That’s what we aim for with each and every client we partner with.

WHY US

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Our Latest Insights

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Exploring Tax Strategies: Is Itemizing Worth It?
Financial Planning

While people are itemizing less often, there still could be some additional tax savings. With the pa...

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Limit or Limitless? Careful Retirement Income Planning
Financial Planning

A Look at the Importance of Estimating and Generating Income for Retirement Plans. Where do I start?...

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Beyond Tomorrow: Common Estate Planning Myths
Estate Planning

Estate Planning is important for everyone, no matter your age or amount of wealth. Contrary to what ...

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START A CONVERSATION

A 30-minute consultation – on us.

No commitment, no pressure. Just an honest conversation with a local advisor about where you are today and where you want your family’s legacy to go. We understand this is your life’s work — and we don’t take that responsibility lightly.

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