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Columbia Asset Management, LLC is a professional wealth management firm providing personalized investment advisory services for clients desiring effective long-term advice.

What Makes Us Different?

Long-term Relationships

We’ve maintained a 99%+ client retention rate on an annual basis since opening in 1997.

customized advise

We avoid formula-based portfolios because we embrace the fact that no two clients' specific goals and needs are the same.

Friendly & Fun

We truly enjoy our work, and we believe our company culture and office reflect this.

Learn more about how we serve our clients in our Client Relationship Summary (CRS)

Meet the Team

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At Columbia Asset Management, our team brings together decades of experience in wealth management and investment strategy. We are committed to delivering thoughtful, personalized guidance rooted in trust and integrity. Every client relationship is approached with care, discretion, and a focus on long-term results.

Latest Stockboy Edition

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Borrower Beware!

October 29, 2026

    Bond Canaries? The stock market has been bouncing around near its all-time high since May.  Conversely, the bond market has been showing signs of distress here and there.  As the Fed increased rates a quarter-percent in September, the US Treasury has indicated some signs of stress while issuing more and more bonds to …

Latest Office News

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Scouts, Sun, Snorkeling, and Sightseeing with Sarah

October 29, 2026

It’s been a few years since we have caught up with our “Out West Colorado” employee, Sarah Fitzgibbon. Sarah is CAM’s second longest-tenured colleague (2006).  She has worked remotely from Colorado since moving there in 2008.  Sarah resides in Boulder with her husband, Matt, and two kids, Madison (14) who just started high school and …

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