WHO WE ARE & WHAT WE DO FOR YOU

Personalized financial services created just for you.

Managing your finances can sometimes feel overwhelming. That’s why we’re here to simplify the process and provide you with financial solutions tailored to your needs.

No two financial situations are the same. That’s why we offer bespoke strategies that suit your unique financial goals. We’ll start by getting to know you, your financial aspirations, and build a wealth strategy that will get you where you want to be.

From specialized investment portfolios to comprehensive retirement planning and estate management, we offer a wide range of services designed to empower you to take control of your future with confidence and achieve your financial goals.

But it’s not just about numbers and figures to us – it’s about building lasting relationships. We go above and beyond for you. Why? Because when you choose to work with us, you’re entrusting us to guide you and your family. The trust you place in us means everything, and we do not take our responsibility lightly.

TRUSTED FINANCIAL SERVICES FOR OVER 28 YEARS

We are proud to have served our clients since 1996. This represents over 28 years of showing up for our clients, their kids and their kids’ kids. It’s helping families like yours reach their goals, whether it’s buying a dream home, having a loved one graduate from college or being able to retire early. It’s been an honor to serve you and we can’t wait to see what we can accomplish together next.

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FEATURED

Arnerich Massena joins Coldstream

FEATURED

Arnerich Massena joins Coldstream

SEATTLE – JULY. 9, 2024 – We are excited to announce our merger with Arnerich Massena, Inc. (“Arnerich Massena”), a Portland, Oregon-based investment advisory firm managing approximately $2 billion in client assets. Founded over 30 years ago, Arnerich Massena is led by co-CEOs Reegan Rae, CPWA®, and Bryan Shipley, CFA®, CAIA®. Like Coldstream, the firm [...]

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Insights

  • Market Commentary: A Rally with Shifting Leadership

    Unlike gains in the S&P 500 in 2023, gains in the first quarter of 2024 were broad based and driven by companies other than the large mega-cap tech companies. Indeed, the equities of two of the Magnificent Seven suffered significant declines in the first quarter of 2024 with Tesla falling 29% and Apple falling 12%. [...]

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  • Coldstream Ranks in PBJ’s OR & S.W. WA Largest Money Management Firms List

    Portland Business Journal released its list of largest Oregon & S.W. Washington Money Management Firms. Coldstream is honored to have ranked #22! We are honored to serve our Oregon clients who have made us part of their financial journey. View the full list of rankings. Disclaimer: This list is compiled based on responses to a [...]

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  • The Art of Parenting: Preparing Your College-Bound Student

    Preparing to send your child off to college marks a significant milestone not just for them, but for your entire family. It’s a time filled with excitement, anticipation, and perhaps a touch of apprehension about what lies ahead. Many parents who send their first kid off to college are surprised to discover the various financial [...]

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Discover how we can help you achieve financial peace of mind.

Let’s start the conversation today, contact us to schedule your personal consultation.

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