At most firms, “integrated” wealth management is delivered via a loosely connected network of professionals such as accountants, investment advisors, and insurance specialists referring clients to one another for no other purpose other than business development. With little communication between professionals after the initial referral, the true benefits of integrated wealth management are not realized. Moreover, this disjointed approach to financial planning, characterized by poor communication, can lead to costly mistakes, such as making an investment without regard to tax implications or selling a business without knowing what to do with the proceeds from the sale.

Union Bridge Capital addresses these shortfalls in the industry with our group of elite professionals working under the same firm for your benefit. When dealing with your financial future, we all sit at the table and, together, create the optimal solution for maximizing your wealth.

TOTAL WEALTH EQUATION™

Whether a client is planning for retirement, growing and/or transferring a business, seeking to give wealth intergenerationally, engaging in charitable planning, or has any other objective, the goal is to maximize their total dollars for that purpose.

The Total Wealth Equation recognizes this fact and that there are four core drivers of wealth accumulation:

  • Investment returns, which include returns from both public investments (e.g., stocks & bonds) as well as private investments (e.g., business equity)
  • Taxes, which we seek to minimize
  • Legal factors, which can further increase tax savings or protect assets from outside parties
  • Risks, such as investment or liability risks, which can significantly detract from overall wealth if not managed properly

 

Or, in other words:

Total Wealth Equation

With our integrated approach centered around the Total Wealth Equation, Union Bridge Capital can create strategies to maximize your total wealth, which would otherwise be unavailable in today’s marketplace.

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