Wealth Management With Jadestone Trust Union

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Investment solutions designed for you

At Jadestone Trust Union, we offer a range of solutions to help you manage your wealth. Find the investment approach that fits your needs.

Looking to work with an advisor?

With WCU Management, you’ll work closely with a dedicated advisor to help you create a personalized financial strategy. ^{Investment minimum: $250,000}

Your investment goals, your way

With WCU® Self-Directed you get personalized investing insights, guidance and digital tools to confidently put your investing ideas into action.^{No investment minimum} With WCU Guided Investing, you get the convenience of a professionally managed portfolio and the option to work with an advisor. ^{Investment minimum: $1,000; with an advisor: $20,000}