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Wealth Mgt.



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  • Premium interest checking accounts
  • Complimentary non-Umpqua Bank ATM usage
  • Complimentary online banking and billpay
  • Complimentary safe deposit box
  • Complimentary checks
  • No account fee
  • Preferentially priced individual lines of credit
  • Home equity loans and lines of credit
  • Luxury vehicle and motorcraft loans
  • Partnership equity financing
  • Stock-secured loans
  • Flexible residential and vacation home financing
  • Mortgages for 1-4 family investment properties
  • Secured note receivable financing
  • Short-term bridge financing
  • Full-service brokerage accounts
  • Comprehensive portfolio management
  • Retirement planning
  • Estate planning
Ready to get started? Call 1-877-544-1110 or 503-546-2470.
Brokerage, managed investments and wealth planning are offered by an affiliated company of Umpqua Bank. Securities and insurance products are not deposits and are not FDIC insured and may go down in value. Investing involves risks, including possible loss of principal. Please consult the prospectus before investing in any mutual fund. Insurance and trust products and services are offered through non-affiliated trust and insurance agencies. Umpqua Bank does not offer tax or legal advice but will work with your tax and legal advisors to provide you outstanding products and services.