Originally known as CoBiz Wealth, the firm was part of CoBiz Financial, a diversified financial services company. In 2018, CoBiz Financial was acquired by BOK Financial Corporation. Consequently, CoBiz Wealth was integrated into and rebranded as BOK Financial Private Wealth, Inc., though it continues to use the "CoBiz Private Client Advisors" name in certain markets. The firm operates as a registered investment adviser, offering a suite of services including investment management, financial and estate planning, trust services, and private banking tailored to affluent clients.

Founded in

United States