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Solutions and Services

Managing your wealth takes time, consideration, and experience. Columbia Wealth Advisors will make sure your hard-earned wealth is in good hands. We offer comprehensive and customizable financial services to help turn your unique goals into a very attainable reality.  

We understand the multitude of challenges that face individuals and business owners today. In addition, we believe the best potential solutions are those created for each client’s specific needs and concerns.

Financial Planning

Asset Allocation
Net Worth Analysis
Estate Planning and Preservation1
Education Funding
Wealth Transfer
In-House Professional Financial Planning Department

Asset Management

Investment Advisory Services2

Consultative Management Fee or Asset Based Fee

Tailored Investment Strategies

Professional Money Managers, ETFs, Strategist

Insurance Solutions

Life Insurance
Long-Term Care Insurance
Disability Insurance
Estate Planning Strategies
Legacy Solutions

Retirement Solutions

Retirement Planning

Accumulation Phase

Distribution Phase 

Charitable Qualified Distributions

401k/403b/457 Rollover Options

Business Solutions

Business Retirement Plans 

Business Valuation Capabilities

Key Person and Buy/Sell Agreements

Business Succession Planning

Deferred Compensation Plans

Asset Management 

Our Values

Service to our clients and community is paramount

We believe in a Holistic
Financial Planning Approach, Trust, Honesty, and Integrity.

Values matter and we live by ours each and every day

Our network of dedicated wealth advisors provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

Send an email3 or contact a wealth advisor today.

1 Consult your legal or tax counsel for advice and information concerning your particular circumstances. Neither Cetera Investment Services nor any of its Representatives may give legal or tax advice
2 Advisory services may only be offered by Investment Adviser Representatives.
3 Do not send personal information via email as it is not secure.

We would love to hear from you. For more information about our firm and the services we offer, send us a quick email or call the office. 

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