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Columbia Pacific Wealth Management Employee Directory

Investment ManagementWashington, United States11-50 Employees

Columbia Pacific Wealth Management provides comprehensive personal financial management and investment opportunities for high net worth families and institutions. The team comprises credentialed professionals, including CFP, CFA, CPA, CLU, and CAIA, and the firm acts as fiduciaries that prioritize objectivity and customization. It is based in Seattle, Washington, and operates within the investment management sector.

Their planning approach considers the broader financial picture before making recommendations and emphasizes clear communication of goals, risks, and strategies. The investment philosophy combines institutional processes and an academic view of capital markets with access to alternative assets, prioritizing diversification, tax efficiency, cost control, and risk alignment with client tolerance and capacity, while portfolios are defined in concrete terms and supported by collaboration with top-tier managers and affiliate or third-party experts to offer exclusive opportunities.

Find Columbia Pacific Wealth Management employees' phone numbers or email addresses

Columbia Pacific Wealth Management Global Highlights

Location
Employees

North America
54

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  • United States Of America
    51
  • Canada
    3

Columbia Pacific Wealth Management's Leadership

  • Stylized image of a person
    G. J.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. Z.
    Certified Financial Planner And Owner Of Kootenay Columbia Wealth Management Inc
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. S.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. M.
    Founding Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. H.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. J.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. L.
    Vice President
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    Mobile Phone
  • Stylized image of a person
    R. P.
    Designer
    Phone icon
    Mobile Phone

Columbia Pacific Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Columbia Pacific Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    E. F.
    Analyst
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    K. G.
    Investment Advisor
    Phone icon
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    M. S.
    Wealth Advisor
    Phone icon
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    M. B.
    Credit Analyst - Real Estate Lending
    Phone icon
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Columbia Pacific Wealth Management known for?

Minus sign iconPlus sign iconColumbia Pacific Wealth Management was founded in 2010 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-206-257-****
. Explore Columbia Pacific Wealth Management's company overview page for more information.

What is Columbia Pacific Wealth Management's most common email format?

Minus sign iconPlus sign iconColumbia Pacific Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Columbia Pacific Wealth Management email formats with LeadIQ.

How many employees does Columbia Pacific Wealth Management have currently?

Minus sign iconPlus sign iconColumbia Pacific Wealth Management has approximately 39 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Columbia Pacific Wealth Management's key employees and leadership?

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As of July 2026, Columbia Pacific Wealth Management's key employees include:

  • President: G. J.
  • Certified Financial Planner And Owner Of Kootenay Columbia Wealth Management Inc: L. Z.
  • Partner: J. S.
  • Founding Partner: R. M.
  • Managing Partner: R. H.

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