Atlantic Union Bank Wealth Management
Looking out for your financial future
Wealth management solutions tailored to your goals and focused on your financial future
Atlantic Union Bank (AUB) Wealth Management offers a client-centric approach focused on your goals and values. As a fiduciary, you can rest assured that you will always receive experienced and independent advice shared in your best interest.
Using a team-based approach, our advisors take the time to learn more about your goals and then create plans and strategies unique to you and your situation. Our approach supports the delivery of comprehensive wealth management services, grounded in a commitment to maintaining and deepening the vital relationships we have with our clients.
Learn for yourself what sets us apart
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 Management Locations
Wealth Management has locations throughout Virginia. Find a location near you and visit us today.
Wealth Banking
AUB’s Wealth Banking offers banking solutions with a concierge approach and includes a variety of deposit and lending products and services.
Meet the Team
Atlantic Union Bank Wealth Management is invested in your financial future. Learn more about our team and how we can meet your financial goals.
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.