Union Bridge Capital reimagines complex wealth management for individuals, families, and closely held businesses. We grew into prominence by working around one central idea – disrupt the current structure of financial services delivery by implementing the Total Wealth Equation™ into each client’s comprehensive financial plan.
Our integrated approach to complex wealth management eliminates the need to maintain a stack of business cards to reach your financial team. Our process creates greater time efficiency and cost savings in coordinating all our financial professionals. We are your one-stop shop and personal CFO for all aspects of managing your financial future.