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Welcome to the world of craft banking.

We’d love to get to know you.

Murali Nallakrishnan (right), Umpqua Private Bank client, meets with Jennifer Flickinger (left), beloved advisor, partner, and teammate.

Sit down with a Private Bank Advisor and you’ll meet an expert who knows how to listen, ask the right questions, and look after your financial wishes, down to the final detail.

Murali Nallakrishnan (right), Umpqua Private Bank client, meets with Jennifer Flickinger (left), beloved advisor, partner, and teammate.
Financial Planning

Put your dreams on paper.

Save. Retire. Invest.* Establish a trust. Whatever your top priority, we start with a holistic financial plan brought to life with a clear balance sheet so everyone’s on the same page.

Custom Lending

Let us lend a hand.

Indira (left) and Murali Nallakrishnan (center), Umpqua Private Bank clients

Looking to fund a new venture? Take care of your family? Give to a favorite cause? We can show you inventive ways to achieve virtually any goal.

Indira (left) and Murali Nallakrishnan (center), Umpqua Private Bank clients
Investments*

Curate a unique portfolio.

After doing a project with Umpqua, CO Projects owners, Marc Cozza (left) and Rebecca Cohen (center) brought their personal finances to Financial Advisor, Arron Dieter (right).

Hands-on or fully managed, we’ll take the time to help you craft a portfolio that carefully hedges risk, while staying true to who you are.

After doing a project with Umpqua, CO Projects owners, Marc Cozza (left) and Rebecca Cohen (center) brought their personal finances to Financial Advisor, Arron Dieter (right).
Compass

Keep your finances at your fingertips.

Our Compass app gives you instant access—anytime, anywhere—to your complete financial picture. It’s a living balance sheet that tracks your money in real time.

Already a client? Click "Log in" to access your account.

*Securities, managed investments, insurance products and wealth management services are offered through Umpqua Investments, Inc., Member FINRA/SIPC. Umpqua Investments, Inc. is an affiliated company of Umpqua Bank.

Investment products and services are: · NOT a bank deposit · NOT FDIC insured · NOT insured by any federal government agency · NOT bank guaranteed · and MAY go down in value.