Columbia Pacific Wealth Management Expands Family Office Services
On October 4, 2021, CPWM will acquire Robin Skeen, CPA and team to accommodate new and exclusive Family Office services.
SEATTLE, Oct. 3, 2021 /PRNewswire-PRWeb/ -- Columbia Pacific Wealth Management has announced it will expand its wealth management team with the recent acquisition of a group offering family CFO services—a significant step in meeting the growing demand for exclusive, high-end services among its clientele. Beginning October 4, 2021, financial executive Robin Skeen, CPA, and her team will join CPWM, a comprehensive wealth management firm catering to the specialized needs of high-net-worth individuals and families. CPWM currently serves clients nationally, primarily along the West Coast.
CPWM will launch additional Family Office Services to its longstanding clients for a more exclusive, streamlined, and concierge experience.
"Our founders established CPWM when they identified a void in high-net-worth wealth management services," said Alex Washburn, managing partner. "We are thrilled for the opportunity to step in and match clients with tailored and attentive guidance from a team that feels like family."
CPWM, an independent SEC-registered investment advisor1, currently provides comprehensive wealth management strategies for a select number of high-net-worth individuals, families, foundations, and endowments. "It was important for us to acquire a local team that aligns with our values and client-centric approach, adding to our level of care and the resources we provide," Washburn said. "We were happy to find that in Robin Skeen's team, a strategic collaboration that will enable us to continue to grow and ultimately help our clients succeed."
1 Registration does not imply any level of skill or training.
About Columbia Pacific Wealth Management
CPWM, LLC dba Columbia Pacific Wealth Management. CPWM currently employs 37 people across the firm's three offices, and its affiliates, Columbia Pacific Advisors and Columbia Pacific Management, collectively employ approximately another 110. The Seattle office is located at 1910 Fairview Avenue East, Suite 200. Additional information can be found at the company's website at http://www.columbiapacificwm.com or by contacting the local team at 206-728-9063.
Media Contact
Stacy Schwaegler, Columbia Pacific Wealth Management, +1 2062592126, [email protected]
SOURCE Columbia Pacific Wealth Management
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