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 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.

Listen

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

Interpret

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

Formulate

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

Evolve

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

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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.

Perspectives

Article

Tax Reform 2.0: What to expect from tax season

5 min

Article

Investment Trends: Qualified Opportunity Zones

6 min

Get in touch with

The Private Bank

Build a financial partnership to last a lifetime.

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Connect with The Private Bank
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