Planning for every life stage begins with you.
Knowing what makes you, you, inspires our approach.
Wealth management is much more than solutions. It's about trusting that we have your best future in mind, always. Our relationship starts by getting to know you as a person and investor. Your goals. Your lifestyle priorities. The things you care about most. As our relationship evolves, we help you build a plan - and portfolio - that moves you closer to the future you want and evolves as your life evolves.
During our conversations together, we’re driven by five guiding principles:
Growing your wealth your way
Helping ensure the sustainability of your assets
Creating a flexible future for you and your family
Supporting your complete financial picture
Helping you build a purpose-driven plan
Umpqua Private Bank
You've worked hard for your success. You deserve a bank that works just as hard for you. Through genuine relationships with your Umpqua team, we'll help bring your vision to life with solutions tailored to your unique financial situation and goals. Our private bankers deliver professional service, guidance and expertise, helping connect your financial strategies and ambitions while bringing new ideas and recommendations to the table. Together, we make the big decisions easier and the small ones even more meaningful.
Let’s talk about your future
To help us understand your goals and life priorities, we've developed a series of 13 Connected Wealth Conversations that help us explore your financial picture thoughtfully, holistically and strategically. Here are a few of the topics we're ready to explore with you.
Balance living well now with a comfortable retirement. Your financial professional can help you create a flexible plan that considers current cash flow needs and your dreams for tomorrow.
Crafting an estate plan
Starting with the fundamentals and your particular needs, we design a custom-crafted strategy for managing and distributing your assets the right way.
Living through giving
Making an impact in the world is a noble pursuit and an extraordinary experience - one that should complement, not interfere with, your financial aspirations. Together, we'll talk purpose-driven planning.
Minimizing your tax footprint
Tax planning is one of the most important parts of your complete financial picture. We'll talk about how living a better life means making smart moves that minimize the effect that taxes may have on your financial well-being.
Navigate your financial life at a glance with Compass.
Want to see where you are and where you’re going? With our intuitive Compass app, you can evaluate and forecast your entire financial picture — and access it anytime, anywhere.
A real-time, aggregate snapshot of your assets and liabilities
Tracking your progress toward retirement, philanthropic pursuits and other priorities
Your own digital locker for securely uploading and storing important documents
You can also connect with our private wealth advisors through Compass. Your account progress - and the answers you need - are just a tap away.
Find a financial professional
Ready to start exploring the ways you can grow with us? Meet our team and let’s start a conversation.