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Wealth Management
that’s tailored to your life.

Wealth Management Services

We provide the full spectrum of services to meet all your wealth management needs. But you’ll also appreciate two key differentiators that set us apart. You get your own specialized team. And, they leverage an exclusive approach that revolves around the three stages of the Wealth Cycle—Grow, Preserve, Transition.

our unique approach

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Columbia Wealth Advisors

Plan for the present and the future.

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Private Banking

Take control together.


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Trust Services

Trust is the key word.


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The Wealth Cycle

Growing, preserving and transitioning wealth requires personalized planning and a trusted partnership. The Wealth Cycle is our unique approach to meeting your goals.

the wealth cycle

Grow Wealth

Preserve Wealth

Transition Wealth

Wealth Advisors Team

Comprehensive, customizable options to help turn your unique goals into reality.

  
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Private Banking Team

From retirement planning and investments to insurance solutions and lending strategies.

 
get a trusted advisor

Trust Services Team

Plan ahead with the help of local experts in managing your trust and related assets.

 
prepare for the future
 
Wealth Management Solutions:  • Private Banking  • Professional Banking  • Columbia Wealth Advisors1  • Columbia Trust Company2
1 Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Located at: Umpqua Bank 1301 A Street Suite 800 Tacoma WA 98402 (877) 305-0056 • Investments • Are not FDIC insured • May lose value • Are not financial institution guaranteed • Are not a deposit • Are not insured by any federal government agency.            
2 Views of Columbia Trust Company are as of the date published and are subject to change based on market conditions and other factors. These views should not be construed as a recommendation for any specific security. Products and services are offered by Columbia Trust Company, an affiliate of Umpqua Bank an Oregon state chartered bank and a wholly owned subsidiary of Columbia Banking System Inc. The professionally managed investments of Columbia Trust Company are: • Not a deposit • Not FDIC insured • Not insured by any federal government agency • Not guaranteed by Umpqua Bank • May go down in value.