Our Process

Our experts at CoBiz Wealth will begin with an in-depth conversation to understand what's important to you, now and for the future. Our goal is to build a strong foundation, going beyond the numbers to understand your attitudes, views, concerns and priorities. What is on your mind today? What would you like to be doing in 10, 20 or 30 years? We're going to challenge you and collaborate with you, coordinating with your CPA, attorney and other advisors, until we arrive at the best possible plan for you and your family. We'll analyze your

  • Savings and investments
  • Business assets
  • Real estate assets
  • Qualified plans and IRAs
  • Insurance
  • Wills and trusts
  • Charitable/philanthropic intentions
We recognize that you're not hiring us to give you a book and turn you away. We'll guide you through implementation with clearly defined actions and steps to realize your plan over the long term. And we'll be with you every step of the way, offering guidance and support as your needs evolve.