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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  • CB Financial Services1  • Trust and Investment Services2
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. Investments are: • Not FDIC insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.
2 Columbia Bank Trust and Investment Services operates through Columbia Bank, a wholly owned subsidiary of Columbia Banking System. Investments are: • Not a deposit • Not FDIC insured • Not insured by any federal government agency • Not guaranteed by the bank • May go down in value • Consult your attorney as to your applicable situation.

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