"They're looking out for our best interests."

"They made this office happen."

Wealth Management

Your financial needs are complex. Do you manage your own company? Or have you just stepped on to your career path? Do you have children in your dreams, children in diapers or children getting diplomas? No matter what situation, your financial success requires careful planning and professional guidance to help meet your individual goals and needs.

The goal of the Columbia Bank's Wealth Management team is to help our clients grow, preserve and effectively transfer their wealth.

We offer tailored solutions to high net-worth individuals, families and professional businesses in the areas of private banking, professional banking, financial services and trust and estate services.

CB Financial Services

We offer a comprehensive array of financial solutions that you can utilize to get from where you are to where you want to be.

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

     
    • Trusted Financial Advisor
    • Tailored Credit Solutions
    • Customized Deposit Offerings
    • Dedicated Service Team

    Professional Banking

     
    • Dentist/Physician/Veterinarian
    • Practice Cash Management

    CB Trust Services

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

    Wealth Management Team

    We are looking forward to the opportunity to meet you and help you achieve your wealth management objectives. Our Wealth Management Team is specialized in distinct areas to serve your specific needs.



    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.