SERVICES –
INDIVIDUAL & FAMILY

Benefit from a seamless approach with services designed to increase Spendable Wealth for individuals and families.

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.

Together, the professional organizations forming Union Bridge Capital provide a seamless delivery of investment, tax, legal, and risk management services. Our delivery model eliminates the inefficiencies prevalent in the typical model of “wealth management” and maximizes your total Spendable Wealth, leading you to achieve your financial goals.

Investment Management

These include returns from both public investments (e.g., stocks & bonds) as well as private investments (e.g., business equity).

Tax & Accounting

We engage in in-depth tax planning to help our clients take full advantage of all tax mitigation strategies.

Legal Coordination

Legal structures can further increase tax savings or protect assets from outside parties.

Risk Management

Investment or liability risks can significantly detract from overall wealth if not managed properly.

Union Bridge Capital’s integrated approach to complex wealth management eliminates the need to maintain a stack of business cards to reach your financial team. We are your one-stop shop and personal CFO for all aspects of managing your financial future.

Reduce concerns about potential gaps in your financial life with our cohesive and highly coordinated approach. We simplify the process for you by coordinating with all your professionals on your behalf, saving you time and increasing efficiency. We invest the time necessary into getting to know you and your family’s goals, needs, and situation in order to leverage the expertise of the entire team to work for the future you envision.