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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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CB Financial Services

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.


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
Wealth Management Solutions:  • Private Banking  • Professional Banking  • CB Financial Services1  • Columbia Trust Company2
1 Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), 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. Located at 1301 A Street, Suite 800, Tacoma, WA 98402. 877-305-0056. Investments are: • Not FDIC insured • May lose value • Not financial institution guaranteed • Not a deposit • 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 Columbia State 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 Columbia State Bank • May go down in value.