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 accessto an experienced advisor and their team of in-house subject matter experts. Each team member is dedicated to you and your individual needs.
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Columbia Wealth Advisors - An Award Winning ProgramCetera Investment Services HonorsPresident’s Award/Circle of Excellence - 2018, 2017, 2014, 2012, 2011, 2010Top Financial Institution - 2018, 2017, 2016, 2015