CROSS THE BRIDGE

from fossilized finance
to evolved wealth management

Experience your financial evolution with the complete integration of investment management, tax planning, legal coordination and risk management through Union Bridge Capital.

from fossilized finance
to evolved wealth management

CROSS THE BRIDGE

from fossilized finance
to evolved wealth management

from fossilized finance
to evolved wealth management

Traditional wealth management is a relic of the past. Union Bridge Capital’s proprietary Total Wealth Equation is an evolution in complex wealth management for individuals, families and closely-held businesses/business. Experience your financial evolution with the complete integration of investment management, tax planning, legal coordination and risk management through Union Bridge Capital.

CROSS THE BRIDGE

from fossilized finance
to evolved wealth management

from fossilized finance
to evolved wealth management

Traditional wealth management is a relic of the past. Union Bridge Capital’s proprietary Total Wealth Equation is an evolution in complex wealth management for individuals, families and closely-held businesses/business. Experience your financial evolution with the complete integration of investment management, tax planning, legal coordination and risk management through Union Bridge Capital.

learn about our philosophy

About Union Bridge Capital

Traditional wealth management is a relic of the past. Union Bridge Capital’s proprietary Total Wealth Equation™ is an evolution in complex wealth management for individuals, families and closely-held businesses/business.

Forging a relationship based on mutual trust and respect, Union Bridge Capital (UBC) builds upon and amplifies the success that brought you to us. Our evolved integrated methodology, called the Total Wealth Equation, allows you the freedom to spend more time doing what you want to do. Is it traveling, spending time with family and friends, or an entrepreneurial endeavor? Whatever you want to do, we want to get you there.

learn about our philosophy

About Union Bridge Capital

Forging a relationship based on mutual trust and respect, Union Bridge Capital (UBC) builds upon and amplifies the success that brought you to us. Our evolved integrated methodology, called the Total Wealth Equation, allows you the freedom to spend more time doing what you want to do. Is it traveling, spending time with family and friends, or an entrepreneurial endeavor? Whatever you want to do, we want to get you there.

how we get you there

Total Wealth Equation

Union Bridge Capital operates in ways the larger investment houses cannot. We have the advantage of true integration, meaning any plan you get from us is truly based on your whole financial picture. Moreover, our integrated team executes this plan in concert, with each discipline supporting the others.

The Total Wealth Equation is seamless delivery of investment, tax, legal, and risk management services, eliminating the inefficiencies prevalent in the typical model of “wealth management” to maximize your total Spendable Wealth.

how we get you there

Total Wealth Equation

Union Bridge Capital operates in ways the larger investment houses cannot. We have the advantage of true integration, meaning any plan you get from us is truly based on your whole financial picture. Moreover, our integrated team executes this plan in concert, with each discipline supporting the others.

The Total Wealth Equation is seamless delivery of investment, tax, legal, and risk management services, eliminating the inefficiencies prevalent in the typical model of “wealth management” to maximize your total Spendable Wealth.

INDIVIDUALS AND FAMILIES

Union Bridge Capital exists to maximize our client’s Spendable Wealth and not the other way around.

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.

BUSINESSES & INSTITUTIONS

During each stage of the business cycle, Union Bridge Capital is your trusted advisor.

As a business or institution moves from inception to maturity and finally through transition or transaction, financial decisions steer the direction of its continuum.

Union Bridge Capital can plugin to each phase with impactful guidance and advice to ensure long-term outcomes are exactly what you want and expect.