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Deeply Rooted

We’re Columbia Pacific Wealth Management

Our Legacy is rooted in our family office approach. How can we be there for you?

About

Find out what makes us different

We focus on what is truly important – you. We have an established record and a proud historical legacy.

Our roots run deep

Services

Wealth management that works for you.

Services

First, we listen to you

What are your objectives? What is your comfort level with risk? Through collaboration, we build a meaningful portfolio tailored to your needs.

Learn how we do things differently

$3.7B +

Assets Under Management*

22:1

Clients to Employee*

40:1

Clients to Advisor*

Team

Employee-owned, partner-driven

Team

We believe in shared success

We are an employee-owned firm, unlike most other wealth management companies. Our success depends on meeting you objectives.

Meet your wealth management team

Insights

Your wealth management blog

Insights

We learn by asking questions

We believe the best way to understand what’s happening in the financial world is to be inquisitive and involved.

Read about what we’re watching now

Columbia Pacific Wealth Management Team helping cook meals for others

Community Involvement

We value philanthropy


Philanthropy and community involvement are core values at CPWM, so we work tirelessly to be a good corporate citizen — one of the many ways we maintain the high level of trust we’ve always enjoyed. We’re proud to give back by supporting several local organizations — serving as board members, volunteering, and making donations — and encouraging our employees to be active in the community and make a difference where they can.