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.
Additional Information
No Service Interruptions
You can continue to bank as usual. There is no interruption in access to your accounts or services.
Answers to Frequently Asked Questions
Find out more details about the merger and what it means for you, your family and your business.
Branding Changes
Our combined bank will continue to operate as Umpqua Bank and our private banking, financial services and trust services functions will operate under the brand of Columbia Wealth Management.