Wealth Management

Since April 1, you have had access to an expanded array of individual and institutional services, provided to you through Atlantic Union Bank Wealth Management.

Individual Client Services

Our customized, comprehensive approach to financial planning delivers smart, sophisticated solutions that can help you navigate and grow your financial future through every life stage. For generations, we’ve been helping families get the most out of the opportunities they work so hard to create.

We’ll build a diversified portfolio customized to your risk tolerance, as well as long- and short-term financial goals.

We’ll help you create a more comfortable and secure future – no matter where you’re starting from and where you want to go.

We’ll assist you in making sure the money is there so that the dream of higher education can become a reality.

Your advisor will lead you through every step of the process to plan and preserve for your beneficiaries.

We’ll develop a plan that ensures you can replace your income and maintain your standard of living if something unexpected happens.

We know the art and science of developing a sophisticated growth strategy that still allows for liquidity.

Together, we’ll create a customized plan that balances and protects the best interests of all involved – you, your family, your employees and your shareholders.

Asset Management

Our flexible strategies are designed to adapt to your changing needs at different life stages. We use a diversified approach to portfolio development across multiple asset classes to help you reach your individual goals.

Wealth Banking Services

Our Wealth Banking team serves as the primary provider of banking services for our wealth clients. The team consists of dedicated credit specialists who develop customized lending solutions, as well as banking specialists who can service clients’ depository needs.

Trust Services

Preserving and transferring wealth requires a sound plan that reflects your individual needs and aspirations. The professionals at Trust Services can structure a plan and provide dedicated management to ensure you achieve your long-term goals.

Investment Services

As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. We believe strategic investing results from understanding your resources and needs in order to tailor a plan that fits your unique goals and financial situation.

Institutional Advisory Services

We understand how important it is to develop and preserve capital for institutions such as nonprofit and charitable organizations, industry associations, endowments, foundations and municipalities. We serve as the fiduciary investment manager for institutional clients with accounts of $1 million and more.

Our average client tenure of 13 years is a testament to the thorough, efficient job we do on their behalf, delivering services that include:

We’ll develop a sophisticated and well-diversified portfolio custom designed for your specific financial objectives.

We’ll develop programs to prepare your board members and staff for their fiduciary, fundraising and stewardship responsibilities.

To ensure you remain on the right course, our team will help you analyze and optimize your policies.

We support a variety of organizations through sponsorships, contributions and volunteer hours. In addition, we provide our clients in this area with the strategic advice necessary to leverage planned giving and other fundraising techniques to build assets, organizational capacity and financial strength.

We provide nonprofit and municipal institutions with credit solutions and strategic investment advice that play a crucial role in creating a sound and efficient financial framework.

Our complete line of specialized business products and services can help you improve cash flow and reduce administrative efforts.

Accessing your Wealth Management Accounts Online

Learn about our wealth services, how we interact with our clients and more about our Wealth Advisors and their expertise.

If you currently log in to Trust Services on SandySpringBank.com, log in to AUB Wealth Management on AtlanticUnionBank.com starting October 13.

Atlantic Union Bank Wealth Management is a division of Atlantic Union Bank that offers asset management, wealth banking services, and trust and estate services. Deposit products are provided by Atlantic Union Bank, Member FDIC. Atlantic Union Financial Consultants, LLC is an affiliate of Atlantic Union Bank providing securities through Raymond James Financial Services, Inc., Member FINRA/SIPC. Atlantic Union Bank, Atlantic Union Bank Wealth Management and Atlantic Union Financial Consultants are not registered broker/dealers and are independent of Raymond James Financial 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. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc., 4300 Cox Road, Glen Allen, Virginia 23060 | T: 888.263.3545 | F: 804.967.8820 | aubwm.com