Things we have learned by being there.
Enlightened by our experiences, our team shares the latest insights to help you on your financial path.
Blog 
General
How to Use Tax-Loss Harvesting in a Volatile Market
As we approach the midpoint of the year, many investors and financial advisors are evaluating…
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Podcast
Are You Ready to Buy a Home?
Two of our Client Managers, Nate Haskell and Michael Brooks, will discuss common questions from…
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General
CPWM Volunteers with Northwest Harvest
Northwest Harvest is the leading hunger relief agency in Washington state. Their primary belief is…
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General
Wealth Management Fees to Understand When Hiring a Financial Advisor
Advisory fees are an important factor to consider when hiring a trusted advisor to fit…
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General
Charitable Giving Within Your Wealth Management Strategy
The act of giving has been part of the human race since ancient times. The…
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Podcast
Things to Consider When Leaving Your Current Employer
Two of our Planners, Nate Haskell and Michael Brooks, will discuss common questions from new…
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General
Crypto Happenings
The final comment in our 2021 “Questions about Cryptocurrency? Here are 21 Answers” piece was…
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General
Seattle Business Magazine – Washington’s 100 Best Companies to Work For 2021
Columbia Pacific Wealth Management has once again been named by Seattle Business magazine as one…
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General
Diversification in Investing – Protection Against Market Volatility
The public markets have substantially outperformed many investors’ expectations since the beginning of the pandemic,…
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General
Columbia Pacific Wealth Management Expands Family Office Services
On October 4, 2021, CPWM will acquire Robin Skeen, CPA and team to accommodate new…
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