Our Firm

Coldstream is an independent wealth management firm providing customized portfolio management, sophisticated financial planning, and personalized client services to high net worth individuals and families. Founded in 1996 and based in Bellevue, WA, we also design and advise on pension and profit sharing plans, wealth planning services unique to injury settlement, and manage portfolios for charitable organizations and corporations. 


Our Name
The name and spirit of Coldstream comes from the historical Coldstream Guard, a regiment of British soldiers who first gathered in the village of Coldstream in 1660.  The Guard have been regarded as “Nulli Secondus” (second to none) in their role of valor, spirit of integrity, and determination to preserve, protect and carry out their stated mission.  Having endured for over three centuries, the principles of the Coldstream Guard continue to guide and define our work with clients today.