Wealth Management Services from Unified Trust Company, N.A.
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WEALTH
MANAGEMENT

FINANCIAL PLANNING

RETIREMENT INCOME

FIDUCIARY SERVICES

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MANAGEMENT SERVICES
Wealth Management: What are you investing for?

Our Wealth Management Services group is dedicated to helping individual investors reliably reach their investment goals. We carry out that mission by offering our clients highly personalized service, expertise and a broad suite of plans and services, all focused on long-term solutions to meet your Wealth Management goals.

View Wealth Management Brochure

WEALTH MANAGEMENT: PUTTING THE INVESTOR FIRST

As with everything we do at Unified Trust, our commitment to the individual investor comes first. It's part of our charter as a national trust company and we take our fiduciary responsibility very seriously.

WEALTH MANAGEMENT: A DEDICATED TEAM OF PROFESSIONALS

At Unified Trust you get personalized support from our Fiduciary Investment Advisors and Trust Administrators. These experienced locally-based professionals can provide fiduciary advice and expertise in virtually any financial area including all aspects of your wealth management needs such as: retirement planning, fiduciary liability, education funding, insurance portfolio reviews—even long-term care.

WEALTH MANAGEMENT: INNOVATIVE PRODUCT SOLUTIONS

We offer a full suite of products and services, as well as planning and education on wealth management topics including:

In addition, our proprietary Unified Fiduciary Monitoring Index® provides a unique and time-tested way to evaluate the performance of mutual funds. And our Asset Allocation Optimization is an invaluable tool for designing the optimal portfolio.

WEALTH MANAGEMENT: COMPREHENSIVE FINANCIAL PLANNING

To build a personal financial strategy that will meet or exceed your wealth management goals, we must first get a complete picture of your financial situation. We provide a comprehensive review of all potential needs including:

To reach your goals you need to have a long-term plan in place and continue to adjust and modify it as time goes on. That's the way we work and that's the reason our clients have had so much success.

WEALTH MANAGEMENT: UNIFIED INCOMEPLAN®

There is a large amount of uncertainty in retirement. How many years do you plan for? What if the market performance slips? How do you address inflation? How do you reliably replace your paycheck?

At Unified Trust we know that for you to fully enjoy the benefit of retirement you must have confidence in the reliability of your retirement income. That’s why we developed the Unified IncomePlan.

The Unified IncomePlan provides retirees with the confidence they need to fully enjoy the benefit of retirement knowing that their paycheck will be reliably replaced through a comprehensive prudent process.

For more information on how you can reach your wealth management and investment goals, call Gregory Kasten at 859-296-4407 x 202 or email him at greg.kasten@unifiedtrust.com.