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Union Bank Wealth Planning

The LIFE Wealth Cycle

A deliberate and disciplined process we use to help our clients achieve their version of financial success.

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A disciplined process and long-term view

At the heart of The Private Bank experience is our LIFE Wealth Cycle™, a deliberate approach where we Listen, Interpret, Formulate, and Evolve with you as your life unfolds so you will feel confident that your plan is aligned with your changing needs.


to you, gaining a deep understanding of where you are, where you want to be, and how you want to get there.


your unique circumstances to identify and analyze opportunities that can best meet your goals.


and implement a highly customized strategy grounded in the expertise of an integrated, experienced team of professionals.


by growing with you and adjusting your financial plan as life changes.

Financially successful couple enjoying life on their sailboat

A sound approach for accomplishing your goals

Through the LIFE Wealth Cycle, we gain a deep understanding of what is important to you and develop an appreciation of your unique circumstances.  This in-depth knowledge allows us to interpret your situation and formulate a customized strategy based on your prioritized goals.  Once we understand your specific priorities and long-term view, we will personally challenge you to implement your plan and provide you with the tools to do so.

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The Private Bank

Build a financial partnership to last a lifetime.

Connect with The Private Bank
Connect with The Private Bank