Learn more about how we serve our clients in our Client Relationship Summary (CRS)
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.
The Q2 Switcheroo Quarter 1 of 2026 (Q1) was a tough one for investors, particularly in March, with the attack on Iran and subsequent spike in oil prices and continued inflationary pressures. Markets were down across the board. Now Q2 has seen a full reversal of Q1 and then some. Most every stock index …
It’s time to introduce our newest employee, Chris Luong. Chris started with CAM in 2025 and immediately made our office better. He is very smart, dependable, kind, easy going, helpful, and fun to be around. He completed his Series 65 and is now studying for his CFP exam. He also appreciates the daily trains that …