How do you make today work harder for tomorrow?
Purpose-driven conversations help us build better solutions, together.
Big picture, meet your private banker.
When you’re part of Columbia Private Bank, exclusive benefits, discounts, and personalized support are just the beginning. Through a one-on-one relationship with your private bank relationship manager and team, we help bring your vision to life with integrated financial planning, banking, and lending solutions to connect the wealth you have today with the dreams you have tomorrow. Together, we can help make the big decisions easier and the small ones even more meaningful.
Knowing what makes you, you, inspires our approach.
Our relationship starts by getting to know you as a person. Your goals. Your lifestyle priorities. The things you care about most. As our relationship evolves, we help you build a plan that moves you closer to the future you want and evolves as your life evolves.
Meet your Financial Professional
You have needs. We have insights and solutions.
You work hard to achieve success, but uncertainty can sometimes impact even the best-laid plans. That's why our solutions are tailored to address your needs and challenges as they evolve. Our highest priority is connecting dynamic strategies with your ambitions while bringing new ideas and recommendations to the table.
Combining the capabilities of an institutional-caliber platform with the caring attitude of a neighborhood bank, we deliver the keen insights, accessibility and agility to support your truest ambitions. Our financial professionals can introduce you to an exceptional range of customizable financial solutions designed to save you time and money.
Privileges include:
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Comprehensive ongoing reviews that include risk assessments and cash flow analysis.
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Access to trust, estate, treasury management and other banking professionals throughout Umpqua Bank.
Products and services
Our products and services work together to align the way you live your life today with your vision for a comfortable retirement.
Banking solutions tailored to your needs
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Bank your way: Traditional, mobile and online
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Access to foreign currency and monetary exchanges
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Premium credit and debit card options
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Enhanced checking and savings options
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Premier-grade money markets and CDs
Solutions to grow your business intentionally
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Small business administration
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Business banking
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Capital markets
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Executive benefits
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Succession planning
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Merger and acquisition advisors
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Short- and long-term liquidity management
We’d love to get to know you.
Please provide as much detail as possible so we can connect you with the right financial professional. Your answers will also help inform the types of conversations we have.
Phone: (833) 898-0973
Note: This mailbox does not manage account-based service requests.
We suggest you not provide account information or trade requests, as they cannot be processed through this form. Instead, please contact your Financial Professional directly. Thank you.
