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Investment Management

Our trustworthy investment advisers can help you build, monitor and maintain the right investment portfolio for you or those you care about.


Risk Management

A proper wealth building strategy should identify and protect against risks. Whether we are reviewing your entire financial picture or just reviewing a single policy or strategy, Columbia Wealth Management can help you implement and maintain the risk management solution appropriate for you.


Financial Planning for Individuals

Looking for more than just the implementation of a product or strategy? Columbia Wealth Management can help you improve your complete financial picture. From simple budgeting to complex family, trust, and estate planning our team works with your legal representative to put you first.


Business Planning

Columbia Wealth Management offers strategic business planning, retirement plans, group insurance, and executive compensation packages in addition to the commercial insurances offered by our parent company Columbia Insurance Group.