Think of us as your family office
Columbia Pacific Wealth Management is an independent, SEC-Registered Investment Advisor* that provides comprehensive wealth management strategies for a select number of high net worth individuals, families, foundations, and endowments.
We are fiduciaries. We seek to provide clients with an objective, transparent, and collaborative approach to wealth management. We deliver customized financial planning solutions, an institutional investment process, and access to alternative investments.
A legacy of quiet success
CPWM’s legacy of success dates back to 1989 when Dan Baty founded our parent company, Columbia Pacific Management (CPM), as a family office. Mr. Baty’s history of successful leadership in the financial industry – and his personal philosophy of serving clients with humility and dedication – shapes the way we operate today.
Looking at future demographic trends, Mr. Baty established CPM’s foundation of improving lives by assessing the healthcare and senior living needs of communities worldwide. Throughout its existence, CPM has delivered what we believe to be compelling investment results while building a lasting legacy through companies such as Emeritus, Hillhaven, and Holiday Retirement. These companies led the industry and set the pace for senior living worldwide.
In 2006, Columbia Pacific Management launched Columbia Pacific Advisors (CPA), an alternative investment platform for the Baty family and a select number of outside investors. CPA manages investments across a range of real estate, opportunistic, direct lending, and hedged strategies. With principals and professionals personally invested alongside limited partners, CPA strives to generate compelling risk-adjusted returns on a consistent basis.
Tapping into their “family office” experience, CPM and CPA saw a void in high net worth investment management and formed Columbia Pacific Wealth Management in 2011. Columbia Pacific assembled a team of highly experienced professionals to create a comprehensive wealth management firm with the ability to work closely with clients and develop tailored solutions to preserve, build, and transition wealth.
Building on its success, in 2015 Columbia Pacific Wealth Management acquired the Kibble & Prentice Private Investment Advisory Group, a wealth management team with experience spanning more than three decades.
In early 2017, CPWM expanded into San Francisco and launched its second office.
As CPWM continues its growth and strategic endeavors, the company was acquired by CI Financial, a financial services firm, in December 2021. CPWM is now part of the CI Private Wealth partnership network with other firms nationwide.
*Please refer to Disclosure and Legal Notices.