On October 4, 2021, CPWM will acquire Robin Skeen, CPA and team to accommodate new and exclusive Family Office services.
SEATTLE (Sept. 22, 2021) — Columbia Pacific Wealth Management has announced it will expand its wealth management team with the recent acquisition of a group offering family CFO services—a significant step in meeting the growing demand for exclusive, high-end services among its clientele. Beginning October 4, 2021, financial executive Robin Skeen, CPA, and her team will join CPWM, a comprehensive wealth management firm catering to the specialized needs of high-net-worth individuals and families. CPWM currently serves clients nationally, primarily along the West Coast.
CPWM will launch additional Family Office Services to its longstanding clients for a more exclusive, streamlined, and concierge experience.
“Our founders established CPWM when they identified a void in high-net-worth wealth management services,” said Alex Washburn, managing partner. “We are thrilled for the opportunity to step in and match clients with tailored and attentive guidance from a team that feels like family.”
CPWM, an independent SEC-registered investment advisor1, currently provides comprehensive wealth management strategies for a select number of high-net-worth individuals, families, foundations, and endowments. “It was important for us to acquire a local team that aligns with our values and client-centric approach, adding to our level of care and the resources we provide,” Washburn said. “We were happy to find that in Robin Skeen’s team, a strategic collaboration that will enable us to continue to grow and ultimately help our clients succeed.”
1 Registration does not imply any level of skill or training.