We can help you plan for the unexpected.
Risk exists, and it’s something to be managed
Just as we do with estate and tax planning, Columbia Pacific Wealth Management can lead the effort to minimize the risks that wealthy families and individuals face — including personal risks and risks to assets. We can partner with your agent or broker to make recommendations on life and casualty, home and auto, aircraft and watercraft, art and valuables, and other forms of insurance.
Our Risk Management services include:
- Current insurance overview and analysis
- Coordination and solution building with insurance professionals
We are listening
We are ready to hear about your wealth management objectives.
How can we help you?