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Wealth Management

Happy Couple on deck withColumbia Wealth Management

Retirement on the horizon?

Save for retirement. Build wealth. Leave a legacy. Meet with a wealth management representative and let your journey begin. Plan your future in a relaxed setting with an experienced professional. Meeting with an investment advisor representative is a benefit of your Columbia Credit Union membership.

You may benefit from our services if you:

  • change jobs
  • are saving for retirement
  • want to save for college
  • own a business
  • would like to save money on taxes
  • want to explore investment options
  • want to leave money to your heirs

We're here to help

Wealth management representatives are available to meet with you at our branches. They can help you select from a wide variety of financial products and recommend a financial program tailored to your specific needs. Make a no-obligation appointment by calling 360.891.4093 or using our online appointment form.

Define your investing strategy

Rather than reacting to market changes, formulate an investment strategy that focuses on working toward specific goals and avoiding emotional reactions to events. Meet with a wealth management team member to create a strategy that fits your specific needs.

Make Appointment

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.