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Let Wealth Management work for you

Your private banker acts as a trusted advisor, helping create financial plans and solutions tailored to your individual situation. From retirement planning and investments2 to insurance solutions1 and lending strategies, the wealth management group at Columbia Bank has an expert who will help you achieve your goals.

Lines of Credit

  • Term Loans
  • Secured and Unsecured Loans
  • Equity Lines
  • Investment Property Financing
  • Residential Real Estate Loans
  • Commercial Real Estate Loans
  • Professional Practice Financing

Financial Services1

  • Financial Planning
  • Asset Management
  • Insurance Solutions
  • Retirement Solutions
  • Business Solutions

Trust Services2

  • Investment Management Services
  • Probate and Estate Settlement
  • Real Estate/Special Assets
  • Revocable/Irrevocable Trusts

Concierge Services

  • Dedicated Client Service Support Team
  • 24-Hour Online Banking with Free Bill Pay
  • Complimentary Custom Private Banking Checks
  • Complimentary Cashier's Checks
  • Discounted Safe Deposit Boxes
  • Foreign Currency Exchange
  • Personalized Visa Reward Card

Contact Us

We are looking forward to the opportunity to meet you and help you achieve your wealth management objectives. Find a Private Banker today.

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Consider This

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: • 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.