Our way of looking at wealth.

Wealth isn't just a financial destination, but an exciting journey. And everyone's path is different—changing as your goals change. To serve you and your family best, we start by getting to know you, your family and your beliefs. This helps us truly understand what matters to you most.

Then, we assemble your local team of experts. At CoBiz Private Client Advisors, we serve the complete spectrum of your financial needs with tenured staff in private banking, investment management and wealth planning.

We work with you and your advisors to empower you to take control of your financial picture at every stage of your personal and professional life, providing coordinated solutions for your success.

Investment products managed by CoBiz Wealth are not FDIC insured, are not a deposit or other obligation of, or guaranteed by, the bank; and may be subject to investment risks, including the possible loss of principal. CoBiz Private Bank, part of CoBiz Bank, Member FDIC.