Panoramic view of Seattle skyline with Mount Rainier in the background, symbolizing stability and growth.

Guiding Ambition. Building Legacies.

Comprehensive financial strategies for corporations and high-net-worth individuals in the Pacific Northwest.

Investment Banking

Wealth Management

Asset Management

$15B+

Capital Raised

30+ Years

Combined Leadership

Top 5

Seattle Advisory Firm

Integrated Financial Solutions

Investment Banking

M&A Advisory, Capital Raising, Strategic Planning. Partnering with corporations to navigate complex transactions and secure growth.

Learn More
Wealth Management

Customized Portfolio Management, meticulous Estate Planning. Guiding individuals and families towards enduring financial legacies.

Learn More
Asset Management

Diversified strategies across asset classes for institutional and private clients seeking optimized performance and long-term value.

Learn More
Corporate Lending

Flexible Growth Capital and Working Capital solutions. Fueling business expansion and operational efficiency for local enterprises.

Learn More
Private Equity

Exclusive access to alternative investments and bespoke private equity opportunities for accredited investors seeking superior returns.

Learn More
Mortgage & Real Estate

Strategic financing for commercial and residential properties. Realize your property ambitions with tailored lending solutions.

Learn More

Our Collaborative Approach

1

Deep Discovery

We begin by understanding your unique financial landscape, risk tolerance, and long-term objectives with meticulous detail.

2

Strategic Formulation

Our expert team architects a bespoke financial plan, leveraging proprietary models and deep market intelligence tailored to your goals.

3

Diligent Execution

We implement the strategy with unwavering precision, expertly navigating market complexities and identifying emerging opportunities.

4

Proactive Management

We provide continuous oversight, regular, transparent reporting, and dynamic adjustments to keep your financial plan optimally aligned with your evolving objectives.

Explore Your Financial Future

Dividend Income Calculator

Project potential passive income from your investments.

Calculate Now
Real Estate ROI Estimator

Analyze potential returns on your property investment ventures.

Estimate Returns

Download Our Market Outlook Report

Gain exclusive insights from our financial experts. Get your complimentary report today.

Meet Our Senior Leadership

Photo of Sarah Mendoza, Managing Partner, Investment Banking
Sarah Mendoza

Managing Partner, Investment Banking

Over 20 years facilitating high-profile M&A and capital market transactions across the tech and industrial sectors.

Photo of David Chen, Head of Private Wealth Management
David Chen

Head of Private Wealth Management

Specializing in multi-generational wealth preservation and growth strategies for high-net-worth families.

Photo of Elara Patterson, Chief Asset Strategist
Elara Patterson

Chief Asset Strategist

Expert in diversified asset allocation and risk management for institutional and private clients globally.

Photo of Robert Kim, Head of Corporate Lending
Robert Kim

Head of Corporate Lending

Leading corporate financing initiatives, providing strategic capital to drive business growth in the Pacific Northwest.

Frequently Asked Questions

We serve ambitious corporations seeking strategic financial guidance, from M&A advisory to corporate lending. Additionally, we partner with high-net-worth individuals and families focused on comprehensive wealth preservation and significant growth across generations.

Our philosophy is rigorously grounded in data-driven analysis, a steadfast commitment to long-term value creation, and disciplined, proactive risk management. We meticulously tailor every strategy to align perfectly with each client's unique goals and circumstances.

Columbia Glacier Finance uniquely combines the extensive resources and institutional-grade capabilities of a large financial powerhouse with the highly personalized service and profound regional expertise of a local boutique firm. Our integrated approach ensures all facets of your financial life work in concert, maximizing efficiency and results.

Our headquarters are strategically located in the vibrant heart of Seattle, Washington. This central location allows us to provide exceptional, localized insight and services to clients throughout Seattle and across the entire Pacific Northwest region.

Begin Your Financial Journey Today

Partner with Seattle's Premier Financial Firm. Let's discuss how our expertise can help you achieve your most ambitious financial goals.

Schedule a confidential, no-obligation consultation:

Call Us: (206) 555-0198

Email: info@columbiaglacierfinance.com

Connect With Our Team