We’re Columbia Pacific Wealth Management
Our Legacy is rooted in our family office approach. How can we be there for you?
Find out what makes us different
We focus on what is truly important – you. We have an established record and a proud historical legacy.
Wealth management that works for you
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.
Assets Under Management*
Clients to Employee*
Clients to Advisor*
We believe in shared success
We are an employee-owned firm, unlike most other wealth management companies. Our success depends on meeting your objectives.
Your wealth management blog
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.
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.