Univest News

U.S. News & World Report: Retired and Loving It?

Rodney Brooks of U.S. News & World Report includes Bill Van Sant, senior vice president and managing director at Univest Wealth Management, in an article discussing retiree happiness. “I would say the one underlying theme with happy retirees, aside from the financial, is they are engaged, they have hobbies and things they want to do. Now, this extra time is letting them do it. If I see retirees keeping busy, supporting causes or grandkids, I find overwhelmingly that those folks are more happy versus those who may be well off, but don’t have a hobby or have physical limitations,” he says. Read the full article at the link below.



Univest Wealth Management is a marketing name used by Univest Corporation of Pennsylvania to provide (1) investment and wealth management, fiduciary services and trust services through its subsidiary Univest Bank and Trust Co. (“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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