Philosophy

Columbia Pacific Wealth Management is dedicated to a focused and vigilant long-term stewardship of your capital and financial interests.

A partnership with you in mind

We understand the connection between you and the assets you entrust us to protect, manage, and invest. Our philosophy has five key points:

Aligned Interests

We sit on your side of the table

As a registered investment advisor, we emphasize objectivity and transparency in all aspects of our practice. We believe wealth management should be free of conflicts of interest. We are employee-owned and invest alongside our clients.

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Meaningful Portfolios

Every portfolio serves a purpose

We start by asking what you want your money to do. What are your long-term objectives and aspirations? Then we design and manage customized portfolios that will help you achieve those goals by delivering sustainable growth.

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Investment Opportunities

Access to opportunity drives value

Our connections to a deep bench of professional talent sets us apart from the rest of the industry by providing access to private investment opportunities, particularly in real estate and private equity.

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Intellectual Capital

Insights that make a difference

We believe our knowledge base distinguishes us from other financial service firms. At Columbia Pacific, you’ll have access to a large, in-house team of experts who are ready to help in all aspects of wealth management.

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Long-term Relationships

We are always ready
to help

We are collaborative and responsive to your needs. As your family office, we are able to provide a consistently high level of service and build rewarding, long-term relationships.

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Always there for you