www.raymondjames.com
Open in
urlscan Pro
170.12.105.101
Public Scan
Submitted URL: https://columbiaadvisors.com/
Effective URL: https://www.raymondjames.com/columbiaadvisors
Submission: On March 15 via api from US — Scanned from US
Effective URL: https://www.raymondjames.com/columbiaadvisors
Submission: On March 15 via api from US — Scanned from US
Form analysis 1 forms found in the DOM
POST https://clientaccess.rjf.com/sc
<form autocomplete="off" target="_blank" class="login-form" action="https://clientaccess.rjf.com/sc" method="post" id="investor-access">
<input type="hidden" name="VariableParameter3" value="20240315024600849">
<input type="hidden" name="VariableParameter4" value="B84E5F77C1C4FC9FCC87BCD585CD02C732CF1D64334D7FFB0A903B23F5A59C921B73EC7E4CEEAF3326EB4BD9F46B58B99B13B3614EEEACF8017BCDC76D628386">
<div class="account-access-overall-wrapper">
<!--INVESTOR ACCESS-->
<div class="investor-access-wrapper">
<div class="investor-access-content-wrapper">
<!--ACCESS ID-->
<div class="investor-access-input-wrapper">
<i class="fa fa-user investor-access-id-icon" aria-hidden="true"></i>
<input type="text" id="LoginName-7df0bf6c-23d1-4f83-b3c1-6b89705d923a" name="LoginName" class="investor-access-id" placeholder="Enter Access ID">
<label for="LoginName-7df0bf6c-23d1-4f83-b3c1-6b89705d923a" class="login-name-label hide">Login Name</label>
</div>
<!--ACCESS PASSWORD-->
<div class="investor-access-input-wrapper">
<i class="fa fa-lock investor-access-password-icon" aria-hidden="true"></i>
<input type="password" id="VariableParameter2" name="VariableParameter2" class="investor-access-password" placeholder="••••••••••">
<label for="VariableParameter2" class="hide">Password</label>
</div>
<!--LOGIN-->
<button type="submit" class="investor-access-login-button">Login</button>
<!--REMEMBER ME-->
<label class="investor-access-remember-me-label">
<input type="checkbox" class="investor-access-remember-me" id="ia-checkbox" value=""> Remember Me </label>
</div>
<!--LINKS-->
<ul class="investor-access-links-wrapper">
<li class="investor-access-links-list-item"><a target="_blank" href="https://clientaccess.rjf.com/Support/Password">Forgot your password?</a></li>
<li class="investor-access-links-list-item"><a target="_blank" href="https://clientaccess.rjf.com/Enroll/ClientEnrollment">Enroll</a></li>
<li class="investor-access-links-list-item"><a target="_blank" href="https://clientaccess.rjf.com/Support/LoginHelp">Need Help?</a></li>
<li class="investor-access-links-list-item"><a target="_blank" href="https://clientaccess.rjf.com/FAQ">Contact Us / FAQ</a></li>
<li class="investor-access-links-list-item"><a target="_blank" href="http://www.raymondjames.com/privacy_security/index.htm">Privacy / Security</a></li>
<li class="investor-access-links-list-item"><a target="_blank" href="http://www.raymondjames.com/personal_investing/client_resources.htm">Client Resources</a></li>
</ul>
</div>
<!--END INVESTOR ACCESS-->
</div>
</form>Text Content
Skip to content
Menu
* Home
* About Us
* About Us
* Administration
* Wealth Advisors
* Financial Planning & Risk Management
* Support Staff
* Our Approach
* What Makes Us Different
* Our Investment Philosophy
* About Raymond James
* Who We Serve
* Who We Serve
* Business Owners
* Families and Individuals
* Pre-Retirees
* Retirees
* How We Serve
* How We Serve
* Business Planning
* Financial Planning
* Investment Strategies
* Longevity Planning
* Retirement Planning
* Risk Management
* Resources
* Resources
* Commentary and Insights
* Behavioral Finance
* Behavioral Finance
* Familiarity
* Loss Aversion
* Overconfidence
* Mental Accounting
* Client Access Videos
* Contact Us
* Contact Us
* Refer Us
* Second Opinion
* Client Access
* Client Access
* Login Name
Password
Login Remember Me
* Forgot your password?
* Enroll
* Need Help?
* Contact Us / FAQ
* Privacy / Security
* Client Resources
* Columbia Wealth Advisors
1301 A Street Suite 800 Tacoma, WA 98402 O: 877.305.0056 F: 253.272.7103
Map and Directions Map and Directions
PERSONALIZED PLANNING FOR YOUR FINANCIAL GOALS
Your financial goals, aspirations and investment needs are just that – yours.
And your financial plan should reflect that. So rather than ask you to settle
for an off-the-shelf investment program, we’re here to provide you with
personalized financial planning based on your goals, your time frame and your
particular tolerance for risk.
We can help provide you with just the right combination of financial services,
support and guidance that make the most sense for you. We’ll also be there to
help you each step of the way in the pursuit of your personal financial goals.
COMPREHENSIVE PLANNING
There’s more to your financial life than just investments. Comprehensive
planning encompasses an in-depth review and analysis of all aspects of your
financial life – to help you see the big picture and enable us to personalize a
plan for addressing every detail.
Previous
RISK MANAGEMENT
One of the most important functions we serve is helping to protect all you have
worked to build. Fortunately, there are a number of ways to help. It takes the
right approach, as well as steadfast discipline and diligence, to assess the
risks that could derail your life goals and build a contingency plan to help
limit the effects. As your experienced guide, we assess where your risk lies and
determine your level of comfort with it, exploring what actions and plans to put
in place to provide the level of protection you need and deserve.
BUSINESS PLANNING
You understand all too well the effort that goes into creating a successful
business. It is no surprise that a successful transition – whether it be selling
all or part of your business or passing it on to an heir – requires substantial
work as well.
FINANCIAL PLANNING
Whether planning to build a home by the lake or help your daughter launch a
business, you need a well-conceived plan in order to succeed. Pursuing financial
independence is no different. Whether you’re looking to grow your money over
time, generate income in retirement or preserve wealth for future generations,
confidence in your financial plan comes with knowing your assets are invested
well.
INVESTMENT STRATEGIES
Our team of professionals unlocks a number of choices for your portfolio. We
offer experienced guidance for selecting alternative investments, separately
managed and unified managed accounts, managed discretionary accounts, wrap
accounts, structured products and options, along with traditional offerings such
as equities, fixed income, annuities, mutual funds and exchange-traded funds.
LONGEVITY PLANNING
Many of today's retirees can expect to spend 30 years or more enjoying the
fruits of their labor. That's why it's increasingly important not simply to plan
for retirement, but to plan for longevity in retirement - all of the years it
might last, all of the ways your life will change and all of the events you
can't foresee.
RETIREMENT PLANNING
We understand that there should be no compromise when it comes to your financial
future. That’s why we work diligently to serve as the ultimate steward for your
wealth, simplifying life’s complexities with a full spectrum of strategies for a
tailored plan that we believe is the only one you’ll ever need.
RISK MANAGEMENT
One of the most important functions we serve is helping to protect all you have
worked to build. Fortunately, there are a number of ways to help. It takes the
right approach, as well as steadfast discipline and diligence, to assess the
risks that could derail your life goals and build a contingency plan to help
limit the effects. As your experienced guide, we assess where your risk lies and
determine your level of comfort with it, exploring what actions and plans to put
in place to provide the level of protection you need and deserve.
BUSINESS PLANNING
You understand all too well the effort that goes into creating a successful
business. It is no surprise that a successful transition – whether it be selling
all or part of your business or passing it on to an heir – requires substantial
work as well.
Next
* 1
* 2
* 3
* 4
* 5
* 6
Previous
Read More
FAMILIES & INDIVIDUALS
A pragmatic approach to wealth management
02
--------------------------------------------------------------------------------
Niches
Read More
PRE-RETIREES
Helping you and your family prepare for the coming years in retirement.
03
--------------------------------------------------------------------------------
Niches
Read More
RETIREES
Nurturing wealth so you can live a longer, better life.
04
--------------------------------------------------------------------------------
Niches
Read More
BUSINESS OWNERS
Unique solutions for business owners and entrepreneurs.
01
--------------------------------------------------------------------------------
Niches
Read More
FAMILIES & INDIVIDUALS
A pragmatic approach to wealth management
02
--------------------------------------------------------------------------------
Niches
Read More
PRE-RETIREES
Helping you and your family prepare for the coming years in retirement.
03
--------------------------------------------------------------------------------
Niches
Read More
RETIREES
Nurturing wealth so you can live a longer, better life.
04
--------------------------------------------------------------------------------
Niches
Read More
BUSINESS OWNERS
Unique solutions for business owners and entrepreneurs.
01
--------------------------------------------------------------------------------
Niches
Read More
FAMILIES & INDIVIDUALS
A pragmatic approach to wealth management
02
--------------------------------------------------------------------------------
Niches
Read More
PRE-RETIREES
Helping you and your family prepare for the coming years in retirement.
03
--------------------------------------------------------------------------------
Niches
Next
* 1
* 2
* 3
* 4
STRUCTURED PROCESS
Gaining a good understanding of who you are and what you want to accomplish
greatly aids us in designing, implementing and managing a plan that precisely
fits your life.
Read More
ANALYTICAL INSIGHTS
We apply our analytical capabilities to help us manage market risk, identify
investment opportunities, allocate assets, and build and balance portfolios.
Read More
PERSONALIZED GUIDANCE
We are well-versed in addressing individual needs, and applying our specialized
knowledge to the financial matters and issues specific to you.
Read More
INFORMATION & INSIGHT
Previous
WEBINAR REPLAY -STATE OF THE MARKETS
03/12/2024
Chief Investment Officer Larry Adam and other thought leaders provide timely
market and economic commentary and analysis.
Watch Webinar
04
--------------------------------------------------------------------------------
Markets & Investing
AN ASSET CLASS COMPARISON
03/11/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond
investors.
Read
05
--------------------------------------------------------------------------------
Markets & Investing
WHY THE EQUITY MARKET SHOULD MOVE HIGHER OVER THE NEXT 12 MONTHS
03/08/2024
Review the latest Weekly Headings by CIO Larry Adam.
Read
06
--------------------------------------------------------------------------------
Markets & Investing
FIVE HABITS OF 401(K) MILLIONAIRES [INFOGRAPHIC]
03/14/2024
You don’t have to make $1 million to save $1 million. Following these five
principles can help you successfully prepare for retirement.
View
01
--------------------------------------------------------------------------------
Retirement & Longevity
OPPORTUNITY BLOOMS IN TAX SEASON
Whether you get a refund or end up owing, you have options.
Read
02
--------------------------------------------------------------------------------
Tax Planning
CHOOSING THE RIGHT CHARITABLE GIVING VEHICLE FOR YOUR GOALS
Understand the differences between giving vehicles.
Read
03
--------------------------------------------------------------------------------
Estate & Giving
WEBINAR REPLAY -STATE OF THE MARKETS
03/12/2024
Chief Investment Officer Larry Adam and other thought leaders provide timely
market and economic commentary and analysis.
Watch Webinar
04
--------------------------------------------------------------------------------
Markets & Investing
AN ASSET CLASS COMPARISON
03/11/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond
investors.
Read
05
--------------------------------------------------------------------------------
Markets & Investing
WHY THE EQUITY MARKET SHOULD MOVE HIGHER OVER THE NEXT 12 MONTHS
03/08/2024
Review the latest Weekly Headings by CIO Larry Adam.
Read
06
--------------------------------------------------------------------------------
Markets & Investing
FIVE HABITS OF 401(K) MILLIONAIRES [INFOGRAPHIC]
03/14/2024
You don’t have to make $1 million to save $1 million. Following these five
principles can help you successfully prepare for retirement.
View
01
--------------------------------------------------------------------------------
Retirement & Longevity
OPPORTUNITY BLOOMS IN TAX SEASON
Whether you get a refund or end up owing, you have options.
Read
02
--------------------------------------------------------------------------------
Tax Planning
CHOOSING THE RIGHT CHARITABLE GIVING VEHICLE FOR YOUR GOALS
Understand the differences between giving vehicles.
Read
03
--------------------------------------------------------------------------------
Estate & Giving
Next
* 1
* 2
* 3
* 4
* 5
* 6
THE FUTURE AT YOUR FINGERTIPS
* 1301 A Street Suite 800 Tacoma, WA 98402
* Email: contactus@columbiaadvisors.com
* O: 877.305.0056
* F: 253.272.7103
* Map & Directions
* Map & Directions
Raymond James financial advisors may only conduct business with residents of the
states and/or jurisdictions for which they are properly registered. Therefore, a
response to a request for information may be delayed. Please note that not all
of the investments and services mentioned are available in every state.
Investors outside of the United States are subject to securities and tax
regulations within their applicable jurisdictions that are not addressed on this
site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not
affiliated with and does not endorse, authorize or sponsor any of the listed
websites or their respective sponsors. Raymond James is not responsible for the
content of any website or the collection or use of information regarding any
website's users and/or members.
Securities offered through Raymond James Financial Services, Inc., member
FINRA/SIPC. Investment advisory services offered through Raymond James Financial
Services Advisors, Inc. Columbia Wealth Advisors and Umpqua Bank are not
registered broker/dealers and are independent of Raymond James Financial
Services, Inc. Investment products are: not deposits, not FDIC/NCUA insured, not
insured by any government agency, not bank guaranteed, subject to risk and may
lose value.
© 2023 Raymond James Financial Services, Inc., member FINRA/SIPC | Legal
Disclosures | Privacy, Security & Account Protection | Terms of Use