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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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Space X…Pectations

July 22, 2026

  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 …

Latest Office News

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Meet our newest employee: Chris Luong

July 2, 2026

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 …

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