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 ideal – 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 wealth, leading you to achieve your financial goals.

OUR Affiliates


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