Expanded Services & Solutions

You now have access to solutions like investments, insurance and trust solutions.

Through our Columbia Wealth Management brand, we provide the full spectrum of services to meet all your wealth management needs. From financial planning¹ and investment¹ services to insurance solutions¹ and trust & estate planning², you’ll work with your own specialized team that will create a customized financial plan that helps you achieve your goals. Your team will collaborate with you to develop a comprehensive plan and guide you through each stage with tailored solutions, all while keeping you informed and in control.

Talk with your banker today to learn more.