ONE HAND TO SHAKE
An integrated team of professionals working for you.
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.
