Columbia Private Bank > How We Work
When was the last time you had a meaningful conversation with your financial professional?
You talk.
We listen.
It’s that simple.
For us, this is how financial planning works. We get to know you: your passions, values, and purpose. We’ll look at your full financial picture. Then we’ll help you build on your success and toward your dreams.
It starts with a confidential conversation with one of our private bank relationship managers, who then introduces you to dedicated specialists across our firm. Together, we create a personalized plan for you to review. Once the plan is fine-tuned with your input, it's managed by a team of hand-selected associates who know how to best serve your goals and ambitions.
Let’s talk about wealth.
In our relationships with clients like you, we’ve found there are 13 key conversations that guide us in planning for your success. We call these our 13 Connected Wealth Conversations, and they’re a great way to explore your financial picture thoughtfully, holistically, and strategically. During your journey with us, you and your private bank relationship manager can choose the conversations that inspire and impact you the most.
How we’re different.
Advice partnership
Open collaboration is a critical part of our process. In the course of our conversations, we take the time to explore your entire financial picture along with your priorities and passions. We then partner with you to develop a wealth strategy that you truly believe in.
Purpose-oriented opportunities
Your financial strategy should not be placed in a vault until you retire or die. It should be as alive and present as you are. We provide ongoing, insightful perspectives that offer you new opportunities to pursue as your life and the world around you change.
Curiosity-driven exchange
We believe in two-way dialogue, but you lead the conversation. The more you talk, the more we learn; all in service of the next great conversation we have together. We're proud to be known as professionals who talk with you - not at you - and who ask the questions we know matter most.
Meet your team
As a Columbia Private Bank client, you don’t need to have the same conversation more than once. Your team will support you with a coordinated approach and will stay updated on your opinions and preferences, whether you decide to stay the course or shift direction.
Your banking team
Private bank relationship manager
Provides insights and solutions around your overall financial situation. Often your primary point of contact with the team.
Private banker
Offers you a full suite of banking and credit opportunities.
Client experience associate
Provides day-to-day banking and lending service and support.
Financial planner1
Works with you to design, plan, and analyze your long-term financial strategy.
Mortgage loan officer
Assists with lending options for attaining and refinancing residential real estate.
Trust advisor2
Partners to help you plan for changing needs, including transfer of wealth and estate management and trust administration.
We’d love to get to know you.
Please provide as much detail as possible so we can connect you with the right financial professional. Your answers will also help inform the types of conversations we have.
Phone: (833) 898-0973
Note: This mailbox does not manage account-based service requests.
We suggest you not provide account information or trade requests, as they cannot be processed through this form. Instead, please contact your Financial Professional directly. Thank you.