Grow and protect your personal wealth portfolio with expert advice
The growth of your personal wealth is dependent on multiple factors: the success of your business, the strategic decisions you make, and how you manage funds over time. As specialists in wealth management, we work to deeply understand your entire financial ecosystem. We take time to get to know you personally and professionally to provide you with best-fit investment options tailored to where you see yourself in the future. Our wealth management services can help you:
Align your current lifestyle with your retirement goals
Pursue your passions with the confidence of a solid
financial plan for the future
Ensure your transition goes smoothly and people or
entities are in a great position after you leave
Plan for financial freedom and flexibility, no matter your
stage of life
Our services for managing your wealth
Grow your wealth
Grow your wealth intentionally by connecting your passions to a solid plan for success. Our bankers facilitate purpose-driven conversations with you to build a custom financial plan to get you where you want to go.
Create a clear road map to reach your future financial goals.
Investment guidance and advice
Glean helpful insights and investment advice from dedicated professionals.
Let us connect you with one of our third-party investment experts.
Get access to personalized, fully-integrated wealth and banking solutions.
Plan for retirement
Figure out the steps you need to take today to best plan for your future retirement. Our advisors can help you find a flexible plan that considers your current cash flow needs and your dreams for tomorrow.
Risk-based retirement planning
Strategically plan for investment risks for each stage of life.
Make a game plan to reduce the effect of taxes on your retirement.
Create an exit plan that leaves your business in good hands.
Debt and liability management
Minimize your debt burden before you retire.
Provide for your family
Leave a legacy for your family, friends, and community. Together, we can build a financial plan that benefits others while still meeting your own financial aspirations.
Estate and trust planning services
Make sure your family is well taken care of after you’re gone.
Philanthropic and gift planning
Give with purpose while keeping your financial plan on track.
Insurance and annuities
Create a safety net to prepare for future risks.
Long-term care planning
Make plans for your care later in life.
Other connected business solutions
Advance your business with custom banking solutions that meet you where you’re at.
Meet a business banker
Powered by people who are committed to your business
Whether you’re opening new locations, acquiring a competitor, or expanding into overseas markets, finding the right financial solutions is essential for your business to reach new heights
Umpqua bankers are dedicated to your business’ success. After we develop a holistic understanding of who you are and what you do, we collaborate with you to build integrated solutions with impact. Our team brings over 25 years of experience to the table and our dedicated bankers aim to approach your business with new ways of thinking while never losing sight of your vision.
Ideas & Insights
Explore the latest market trends, innovations, and challenges affecting your business.