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Wealth Cycle + Relationship = Empowerment

Our Wealth Management model is based on three stages: Grow, Preserve, Transition. But a strong relationship is also vital to strong results. Your team will collaborate with you to develop a comprehensive plan and guide you through each stage with tailored solutions, all while keeping you informed and in control throughout.

The Wealth Cycle


Grow: Where Wealth is Grown and Nurtured.

Because assets grow over your lifetime, it’s important to receive wise financial guidance about the products and services that can help generate positive returns while safeguarding your gains. Working with you, we’ll develop a detailed, tailored plan to grow and diversify your wealth.

Preserve: Strategies for Preserving Wealth.

Protecting and preserving your wealth is how you’ll ensure a lasting legacy for you and your family. But preserving wealth doesn’t mean standing still. Based on your individual financial plan, your personalized team will provide smart, tactical strategies to help safeguard wealth, with a keen eye toward strong growth.

Transition: Preparing for the Transfer of Wealth.

The plan to transition your wealth is just as critical as growing and preserving it. Feel confident knowing your Wealth Management team is constantly working with you to design innovative solutions that meet your goals for transitioning your wealth to your family and community.

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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 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 Umpqua Bank • May go down in value