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Deeply Rooted

We’re Columbia Pacific Wealth Management

Our Legacy is rooted in our family office approach, with teams based in Seattle and San Francisco. How can we be there for you?

About

Find out what makes us different

Our team of financial advisors and professionals focuses on what is truly important – you. We have an established record and a proud historical legacy.

Our roots run deep

Services

Wealth management and financial planning that works for you

Services

First, we listen to you

What are your financial and investment objectives? What is your comfort level with risk? Through collaboration, our financial planners build a meaningful portfolio tailored to your needs.

Learn how we do things differently

$6.06B +

Assets Under Management*

18:1

Households to Employee*

31:1

Households to Financial Advisor*

Team

Investment professionals, partner-driven

Team

We believe in shared success

Our success depends on meeting your financial planning and investment 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 planning and investment management world is to be inquisitive and involved.

Read about what we’re watching now

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.