Unless you plan it, it won't happen.

 

Do you have a plan to pass your assets to the next generation? Columbia Wealth Advisors serves Pacific Northwest landowners as they strive to ensure a legacy that is exactly what they want it to be. We are a small team of financial advisors with an extensive background in estate issues, insurance design, asset management and capital transfer techniques.  Our focus is guiding landowners through the complex process of estate and succession planning.

 
 

What We Do

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