Columbia Private Banking
Your Private Banker acts as your trusted advisor and, working together with you, engages a dynamic process to provide tailored solutions to help you achieve your wealth management objectives.
Your Private Banker acts as a trusted financial advisor, coordinating the collective expertise of a team of professionals to help you attain your life goals.
We listen, we advise and we perform.
Your trusted advisor will meet with you and listen to your needs, goals and values. Once we understand your vision, we will analyze your information and provide tailored recommendations to help you meet your objectives. We will continue to review and update recommendations as your needs evolve.
- Lines of Credit
- Term Loans
- Secured and Unsecured Loans
- Equity Loans and Lines
- Investment Property Financing
- Residential Real Estate Loans
- Commercial Real Estate Loans
- Professional Practice Financing
- Financial Planning
- Asset Management
- Insurance Solutions
- Retirement Solutions
- Business Solutions
- Investment Management Services
- Probate and Estate Settlement
- Real Estate/Special Assets
- Revocable/Irrevocable Trusts
- Dedicated Client Service Support Team
- 24-Hour Online Banking with Free Bill Pay
- Complimentary Custom Private Banking Checks
- Complimentary Cashierís Checks
- Discounted Safe Deposit Boxes
- Foreign Currency Exchange
- Personalized VISA Reward Card
*Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: • Not FDIC insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.
Financial Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
We are looking forward to the opportunity to meet you and help you achieve your wealth management objectives. Find a Private Banking Team Member in Washington or Oregon.