Wealth Management
Looking out for your financial future
OUR DIFFERENCE
We're always working in your best interest
Attentive guidance
Prioritizing your goals
Personalized strategies
Individual
Comprehensive financial planning solutions at Wealth Management are tailored to meet your unique needs. Learn about our Individual Client Services.
Estates and Trusts
Our team will help you better understand the complexities of trusts and legacy planning so you can plan for your family and help secure your financial future.
Financial Planning
Atlantic Union Bank Wealth Management takes a holistic approach to financial planning to ensure your goals are met.
Institutional Wealth Services
With decades of experience assisting companies and institutions across the region, Atlantic Union Bank can help with strategic advice and financial services.
Investments
AUB Wealth Management offers a fiduciary approach to managing client assets. Each portfolio is tailored to the client and their unique circumstances and goals.
Wealth Banking
AUB’s Wealth Banking offers banking solutions with a concierge approach and includes a variety of deposit and lending products and services.
Wealth Management Locations
Wealth Management has locations throughout Virginia. Find a location near you and visit us today.
Institutional
Wealth Management offers Institutional banking services for our community nonprofits, endowments, foundations and municipals. Learn more online.
About Wealth Management
Wealth Management is dedicated to helping you reach your long-term financial goals. Explore our services and learn more about us online.
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Disclosures
Atlantic Union Bank Wealth Management is a division of Atlantic Union Bank that offers asset management, wealth banking services, and trust and estate services. Securities are not insured by the FDIC or any other government agency, are not deposits or obligations of Atlantic Union Bank, are not guaranteed by Atlantic Union Bank or any of its affiliates, and are subject to risks, including the possible loss of principal. Deposit products are provided by Atlantic Union Bank, Member FDIC.