Union Bridge Capital is a Pittsburgh-based wealth management firm that offers a modern and integrated approach to financial planning. Their proprietary Total Wealth Equation combines investment management, tax planning, legal coordination, and risk management to provide individuals, families, and closely-held businesses with comprehensive and efficient wealth management solutions.
With a focus on maximizing clients' Spendable Wealth, Union Bridge Capital aims to disrupt the traditional structure of financial services by delivering seamless and personalized financial plans. Their team of experts works together to ensure that each client's unique financial picture is taken into account, resulting in a tailored approach that maximizes long-term outcomes.
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