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Our Mission

Enriching the Lives of Our Clients

We take each day as an opportunity to enhance the financial future of our individual and business clients and help them create a lasting legacy.

What Sets Us Apart

Columbia Wealth Advisors, located at Umpqua Bank, is nationally recognized as one of the top wealth management programs in the country among financial institutions. Through our team approach, we provide customized guidance and solutions for each client. Our goal is to create long-term relationships with our clients, which allows us to help them navigate as their life unfolds. 

We take our cue from our parent company, Umpqua Bank, who is consistently recognized for their service to the communities they serve. A culture centered around building enduring relationships, driving innovation that helps simplify a client’s life and work, and a commitment to serving others in our community.

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