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Columbia Wealth Advisors

Columbia Wealth Advisors is an award-winning financial services program located at Umpqua Bank, managing in excess of $2.6 billion in client assets. The program offers comprehensive financial solutions based on Planning, Investment Management, Wealth Protection, and Retirement Solutions. Our team of over 40 financial professionals serve both businesses and individuals throughout the West. 

Providing comprehensive financial solutions takes a team of professionals. Clients that choose to partner with Columbia Wealth Advisors get access
to an experienced advisor and their team of in-house subject matter experts. Each team member is dedicated to you and your individual needs.

Click HERE for a printable version outlining our program.

Columbia Wealth Advisors - An Award Winning Program
Cetera Investment Services Honors

President’s Award/Circle of Excellence - 2018, 2017, 2014, 2012, 2011, 2010
Top Financial Institution 2018, 2017, 2016, 2015

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

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