Wealth Management

Unity Nationa Bank Trust and Wealth Management Professionals are available to provide individual consultation, financial planning, trust and investment management services to help you meet your financial goals with timely advice and expertise tailored to reflect your individual priorities and values.

Services We Provide

Our team can provide you with peace of mind through:

  • Investment Management Services
  • Custodial Bank
  • Retirement Planning
  • Employee Benefit Plans
  • Endowments, Foundations, and Charitable Contributions
  • Sustainable World Investments