www.raymondjames.com Open in urlscan Pro
2600:141b:1c00:2e::17d1:48c4 Public Scan

Back to summary

Submitted URL:
https://columbiaadvisors.com/
Effective URL:
https://www.raymondjames.com/columbiaadvisors
Submission: On March 26 via api (March 26th 2024, 6:42:16 pm UTC) 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="20240326184509821">
  <input type="hidden" name="VariableParameter4" value="66B9BA17ED798E92892E3D35B81FC9D44951C77447ECF273CC06FBA9087DAABF5A9B529EEE0BEC3B92DF0B97740F88B3F25CFCD6FE1429FA67CD1DE60B4F043D">
  <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-e82d64fc-4ff6-4661-8bab-83bc8e564dc9" name="LoginName" class="investor-access-id" placeholder="Enter Access ID">
          <label for="LoginName-e82d64fc-4ff6-4661-8bab-83bc8e564dc9" 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


FEDERAL RESERVE 75 BASIS POINTS CUTS EXPECTATION IN 2024 LACKED CONVICTION

03/22/2024
Chief Economist Eugenio J. Alemán discusses current economic conditions.
Read
04

--------------------------------------------------------------------------------

Economy & Policy


HOW HAVE MARKETS AND THE ECONOMY PERFORMED IN 2024?

03/22/2024
Review the latest Weekly Headings by CIO Larry Adam.
Read
05

--------------------------------------------------------------------------------

Markets & Investing


THE PATH FORWARD FOR TREASURY YIELDS

03/21/2024
Raymond James Senior Investment Strategist Tracey Manzi looks at the factors
that should drive interest rates lower by year end.
Watch Video
06

--------------------------------------------------------------------------------

Economy & Policy


UNEXPECTED TAX BILL? AVOID COMPROMISING YOUR LONG-TERM PLAN


Surprised in spring by a tax bill you didn’t anticipate? Consider strategies for
settling up without disrupting your longer-term financial progress.
Read
01

--------------------------------------------------------------------------------

Tax Planning


INVESTABLE YEARS WITH HIGH-INCOME LEVELS

03/25/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond
investors.
Read
02

--------------------------------------------------------------------------------

Markets & Investing


FEDERAL RESERVE APPEARS CONTENT TO STAY THE COURSE... FOR NOW

03/22/2024
Raymond James Chief Economist Eugenio Alemán highlights key takeaways from the
March Federal Open Market Committee meeting.
Watch Video
03

--------------------------------------------------------------------------------

Markets and Investing


FEDERAL RESERVE 75 BASIS POINTS CUTS EXPECTATION IN 2024 LACKED CONVICTION

03/22/2024
Chief Economist Eugenio J. Alemán discusses current economic conditions.
Read
04

--------------------------------------------------------------------------------

Economy & Policy


HOW HAVE MARKETS AND THE ECONOMY PERFORMED IN 2024?

03/22/2024
Review the latest Weekly Headings by CIO Larry Adam.
Read
05

--------------------------------------------------------------------------------

Markets & Investing


THE PATH FORWARD FOR TREASURY YIELDS

03/21/2024
Raymond James Senior Investment Strategist Tracey Manzi looks at the factors
that should drive interest rates lower by year end.
Watch Video
06

--------------------------------------------------------------------------------

Economy & Policy


UNEXPECTED TAX BILL? AVOID COMPROMISING YOUR LONG-TERM PLAN


Surprised in spring by a tax bill you didn’t anticipate? Consider strategies for
settling up without disrupting your longer-term financial progress.
Read
01

--------------------------------------------------------------------------------

Tax Planning


INVESTABLE YEARS WITH HIGH-INCOME LEVELS

03/25/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond
investors.
Read
02

--------------------------------------------------------------------------------

Markets & Investing


FEDERAL RESERVE APPEARS CONTENT TO STAY THE COURSE... FOR NOW

03/22/2024
Raymond James Chief Economist Eugenio Alemán highlights key takeaways from the
March Federal Open Market Committee meeting.
Watch Video
03

--------------------------------------------------------------------------------

Markets and Investing
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

www.raymondjames.com Open in urlscan Pro 2600:141b:1c00:2e::17d1:48c4 Public Scan

Form analysis 1 forms found in the DOM

POST https://clientaccess.rjf.com/sc

Text Content

www.raymondjames.com Open in urlscan Pro
2600:141b:1c00:2e::17d1:48c4 Public Scan

Form analysis
1 forms found in the DOM