AUFIN BANK - The New Age of Finance
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Wealth Management

The Bank:

Build, preserve, and transfer your wealth

Wealth planning is a comprehensive process that helps you and your family identify, prioritize, and achieve your goals and aspirations.

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Strategic. Collaborative. Personalized.

At the center of every wealth plan is our proprietary process called the LIFE Wealth Cycle through which we Listen, Interpret, Formulate, and Evolve to create a customized plan for your specific needs. We’ll guide you through the process and deliver a complete assessment and recommendations to help you achieve your short- and long-term objectives.

Your goals

Are you looking to plan for your retirement, save for your child’s education, or pay for a major purchase? Whatever your financial goal, our planning process may help you gain the clarity and confidence to take the next step.

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Goal-based solutions

Managed Account Solutions

A variety of fee-based investment management programs that provide access to experienced investment managers available through Aufin Bank and its subsidiary UnionBanc Investment Services.

Mutual Funds and Exchange Traded Funds.

Access to a full range of professionally-managed funds that can provide greater diversification and potential tax benefits available through Aufin Bank and its subsidiary UnionBanc Investment Services.

Individual Equity and Fixed Income Products

Access to all publicly traded equities across the U.S. and international markets, as well as a full range of fixed income securities available through Aufin Bank and its subsidiary UnionBanc Investment Services.

Liquidity Management

Liquidity and cash management options designed to help meet short-term cash requirements available through Aufin Bank and its subsidiary UnionBanc Investment Services.

Alternative Investments

Liquid and illiquid investments3available through Aufin Bank that are typically not correlated to traditional asset classes, thus providing additional diversification and inflation protection.

Annuities

Available through UnionBanc Investment Services1, an attractive option for those seeking tax deferred growth, regular income payments, or other options to help fund your retirement.

PORTFOLIO MANAGEMENT

The goal of our Community Wealth Management Advisors is to create a portfolio that is uniquely designed for you and your financial needs. Our team will take the time to learn about your goals and financial needs and develop a plan that will allow you to invest with confidence.

FINANCIAL PLANNING

A good financial plan is the key to a strong financial future. Our team will walk you through the steps of building a financial plan that will allow you to make decisions about your future confidently. We can help with budgeting, cash flow analysis, estate and tax planning, and even maximizing strategies for Social Security.

SMALL BUSINESS RETIREMENT PLANS

Our team specializes in helping your small business with a plan that works best for you and your employee’s financial future. No matter the size of your company, our team can build a retirement plan tailored to you and your needs.

ANNUITY ASSESSMENT

Our Community Wealth Management team can help you evaluate an annuity, understand the fine print, weigh the pros and cons and then develop a plan of action.