Wise Investing

The Importance of Aligning with the Right Wealth Firm

Given recent industry headlines about other bank wealth management firms, we want to stress the importance of working with the right firm – it is the critical first step when it comes to your financial success. At Univest Wealth Management, our clients’ best interests are the number one priority. We operate under this standard every single day. It’s our fiduciary responsibility to make sure our clients are in a position to benefit from our advice.  

When choosing a wealth management firm, make sure it is with a company that has your interests at heart. In this video, I share a few other tips on what to look for in a financial advisor: 


Univest uses the marketing name Univest Wealth Management to provide (1) investment and wealth management, fiduciary services and trust services through its subsidiary Univest Bank, (2) specific fiduciary and investment advisory services through Girard Partners, Ltd., (3) securities products, insurance products and brokerage services through Univest Investments, Inc., a registered broker-dealer and member of FINRA and SIPC, and (4) investment management and related products and services to Pennsylvania municipal entities through TCG Advisory, Inc. Investment products and services are not FDIC insured, and are not a deposit of Univest Bank or bank guaranteed, and are subject to risks, including possible loss of any principal amount invested.

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