Columbia Pacific Wealth Management Information

Columbia Pacific Wealth Management (CPWM) provides comprehensive personal financial management solutions and investment opportunities for high net worth families and institutions. Our team is comprised of credentialed (CFP®, CFA®, CPA, CLU, CAIA®) wealth management and investment professionals. As fiduciaries, we emphasize objectivity and customization in our approach to wealth management. As of December 31, 2021, CPWM managed assets totaling $6.06 billion. Our comprehensive strategy for investment and financial planning accounts for the bigger picture. We look at every aspect of your financial situation before making recommendations. Then, we help empower you with specific goals and clear communication of risks and strategies. CPWM’s investment management philosophy is centered on the creation of meaningful portfolios through the combination of institutional investment processes, academic approach to capital markets, and access to alternative asset classes. We also emphasize tax and cost minimization and lean on targeted sources of return. When it comes to investing, we are transparent about what you own and the role everything plays in our portfolios. We define portfolios in terms of percentages, dollars, and time and gauge risk by your level of tolerance and capacity. Diversification and asset allocation remain priorities of our investment strategy. We evaluate private and public investments to drive risk-adjusted returns and tax efficiency. We aim to work with top-tier investment managers and seek to deliver compelling returns with a scalable, process-driven method. This allows us to create a portfolio that is intended to evolve with your needs and helps you achieve your goals. Additionally, our relationships with affiliate and third-party experts allow us to offer you exclusive investment opportunities.