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Planning for every life stage begins with you.

 

Knowing what makes you, you, inspires our approach.

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Wealth management is much more than solutions. It's about trusting that we have your best future in mind, always. Our relationship starts by getting to know you as a person and investor. Your goals. Your lifestyle priorities. The things you care about most. As our relationship evolves, we help you build a plan - and portfolio - that moves you closer to the future you want and evolves as your life evolves.

During our conversations together, we’re driven by five guiding principles:

  • Growing your wealth your way

  • Helping ensure the sustainability of your assets

  • Creating a flexible future for you and your family

  • Supporting your complete financial picture

  • Helping you build a purpose-driven plan

Umpqua Private Bank

 

You've worked hard for your success. You deserve a bank that works just as hard for you. Through genuine relationships with your Umpqua team, we'll help bring your vision to life with solutions tailored to your unique financial situation and goals. Our private bankers deliver professional service, guidance and expertise, helping connect your financial strategies and ambitions while bringing new ideas and recommendations to the table. Together, we make the big decisions easier and the small ones even more meaningful.

 

Learn more about Umpqua Private Bank.

Ways to invest with Umpqua.

No two people are alike; that's why we offer different paths for different types of investors. That way, you can choose the course that feels most like you.

Self-guided investing with expert advice

 

You like charting your own course, including when making investment decisions. Umpqua Assist offers self-directed investing, plus investing with the help of an investment consultant for advice and guidance when you need it.

 


Active investment management

 

You like being involved, but also like having a dedicated financial advisor manage your portfolio with you. This active investment approach includes personalized advice, guidance and consultation, along with full-service portfolio management.

 


Let’s talk about your future

To help us understand your goals and life priorities, we've developed a series of 13 Connected Wealth Conversations that help us explore your financial picture thoughtfully, holistically and strategically. Here are a few of the topics we're ready to explore with you.

Pursuing retirement

 

Balance living well now with a comfortable retirement. Your financial professional can help you create a flexible plan that considers current cash flow needs and your dreams for tomorrow.

Crafting an estate plan


Starting with the fundamentals and your particular needs, we design a custom-crafted strategy for managing and distributing your assets the right way.

Living through giving


Making an impact in the world is a noble pursuit and an extraordinary experience - one that should complement, not interfere with, your financial aspirations. Together, we'll talk purpose-driven planning.

Minimizing your tax footprint

 

Tax planning is one of the most important parts of your complete financial picture. We'll talk about how living a better life means making smart moves that minimize the effect that taxes may have on your financial well-being.

Navigate your financial life at a glance with Compass.

 

Want to see where you are and where you’re going? With our intuitive Compass app, you can evaluate and forecast your entire financial picture — and access it anytime, anywhere.

Features include:

 

  • A real-time, aggregate snapshot of your assets and liabilities

  • Tracking your progress toward retirement, philanthropic pursuits and other priorities

  • Your own digital locker for securely uploading and storing important documents

 

You can also connect with our private wealth advisors through Compass. Your account progress - and the answers you need - are just a tap away.

 

 

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

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Other solutions

  • Commercial Banking

    Our commercial bankers can help power your business growth. 
    Learn more
  • Wealth Planning

    Meet with an Umpqua financial planner to craft your financial road map.
    Learn more

Find a financial professional

Ready to start exploring the ways you can grow with us? Meet our team and let’s start a conversation.