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For us, this is how wealth planning works. We get to know you, your financial ecosystem, and your passions, values and purpose. Knowing what motivates you on and off the balance sheet, we can share insights, ideas and opportunities that connect the success you've achieved with your life today - and your dreams tomorrow.
It starts with a confidential conversation with one of our financial professionals, who then introduces you to dedicated specialists across our firm. Together, we create a personalized plan for you to review. Once the plan is fine-tuned with your input, it's managed by a team of hand-selected associates who know how to best serve your goals and ambitions.
In our relationships with clients like you, we've found there are 13 key conversations that guide us in planning for your success. We call these our 13 Connected Wealth Conversations, and they're a great way to explore your financial picture thoughtfully, holistically and strategically. During your journey with us, you and your financial professional can choose the conversations that inspire and impact you the most.
Open collaboration is a critical part of our process. In the course of our conversations, we take the time to explore your entire financial ecosystem along with your priorities and passions. We then partner with you to develop a wealth strategy that you truly believe in.
Your financial strategy should not be placed in a vault until you retire or die. It should be as alive and present as you are. We provide ongoing, insightful perspectives that offer you new opportunities to pursue as your life and the world around you change.
We believe in two-way dialogue, but you lead the conversation. The more you talk, the more we learn; all in service of the next great conversation we have together. We're proud to be known as professionals who talk with you - not at you - and who ask the questions we know matter most.
As an Umpqua Wealth Management client, you don’t need to have the same conversation more than once. Your team will support you with a coordinated approach and will stay updated on your opinions and preferences, whether you and your advisor decide to stay the course or shift direction.
Private wealth advisor
Provides advice and guidance around your overall financial situation. Often your main point of contact with the team.
Constructs and manages fully discretionary investment portfolios that follow personalized investment policy statements.
Provides investment and insurance advice and management specific to your unique situation.
Client experience associate
Provides day-to-day banking and lending support.
Registered client associate
Provides day-to-day investment administrative support.
Offers you a full suite of banking and credit opportunities.
Works with you to design, plan and analyze your long-term financial strategy.
Mortgage loan officer
Assists with lending options for attaining and refinancing residential real estate.
Partners to help you plan for changing needs, including transfer of wealth and estate management.
We'd love to get to know you