We take each day as an opportunity to enhance the financial future of our individual clients and businesses and help them to create a lasting legacy.
Managing over $2.2 Billion in client assets and nationally recognized as one of the top wealth management programs in the country among financial institutions. In addition, we have two Financial Planners and a Wealth Protection Strategist on staff so we can help clients address all of their financial considerations. Our goal is to create long-term relationships with our clients, which allows us to help them navigate as their life unfolds, and we never take a cookie-cutter approach; our efforts center around providing customized guidance and solutions for each of our clients.
We take our cue from our parent company, Columbia Bank, who is consistently recognized for their service to the communities they serve. A culture centered around building enduring relationships, driving innovation that helps simplify a client’s life and work, and a commitment to serving others in our community.
** Columbia Trust Company is not affiliated with any Cetera entity.
Cetera Investment Services is our broker dealer partner. Cetera Financial Group is one of the largest and most recognized companies in the country. Cetera gives our financial advisors, planners, and operations personnel access to research teams and industry experts, providing additional support to CB Financial Services clients.