Manage Wealth

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.

 

 

See all Wealth Management solutions

 

Financial planning
Create a clear road map to reach your future financial goals.

 

Investment guidance and advice
Glean helpful insights and investment advice from dedicated professionals.

 

Investment management
Rely on our expert team to grow and protect your portfolio.

 

Private banking
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.

 

 

See all Wealth Management solutions

 

Risk-based retirement planning
Strategically plan for investment risks for each stage of life.

 

Tax planning
Make a game plan to reduce the effect of taxes on your retirement.

 

Succession planning
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.

 

 

See all Wealth Management solutions

 

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.

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Scale Profitably

 

Innovate and grow by utilizing Umpqua’s expertise where it impacts your business most.

 

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Optimize Your Business

 

Redesign the structure of your organization to future-proof your business.

 

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Sharpen Your Strategy

 

Align your financing strategies with your overarching business goals so your teams can seamlessly execute.

 

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Meet a business banker

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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.