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About Columbia Group Wealth Management

Columbia Group Wealth Management is an independent financial services firm located in the Pacific Northwest. Our reputation thrives on our high-level of customer satisfaction. Founded by Columbia Insurance Group, who has been making your priorities their priority since 1952, Columbia Group Wealth Management believes in aligning our interests with yours in order to create extraordinary results.

Schedule a complimentary meeting with us today to learn more about our team and what makes us uniquely qualified to be your wealth management firm.

 

Our financial
Advisement Process

Because everyone’s financial situation is unique, we adapt our process to meet your unique needs. The following is a general template of how our process works:

Establishing Relationship
Gathering Data and Goals
Evaluating Financial Status
Review our Recommendations
Setting Your Plan to Action
Monitoring Portfolio Progress

Establishing Relationship

It all starts with trust. Our most important goal is to understand your needs so we can fulfill them. Our strongest relationships have lasted since we founded Columbia Group Wealth Management, and that level of trust has given our clientele great confidence.

Gathering Data and Goals

Preparation brings our most enduring success. We look forward to better understanding your financial picture and executing a comprehensive plan to strengthen it.

Evaluating Financial Status

Columbia Group Wealth Management encourages an honest dialogue between client and advisor to help meet expectations. No matter your current fiscal position, we will get you where you want to go.

Review our Recommendations

While we serve your financial needs, our ultimate goal is to empower you. All of our plans are dependent on your approval.

Setting Your Plan to Action

When our financial plans meet your needs, we will begin to implement them. This is an exciting part of the process that will offer long-term results.

Monitoring Portfolio Progress

Working with Columbia Group Wealth Management becomes a hands-on experience. We relish the opportunity to track your portfolio progress and fine-tune plans along the way.

Meet Our Team

Our experienced and enthusiastic team thrives on client satisfaction. Please visit our company page to learn more about our advisors.

 

 

Schedule a meeting with an advisor

We are currently taking on new clients. Give us a call and we’ll get started.