WHO WE ARE & WHAT WE DO FOR YOU
Personalized financial services.
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
Cable Hill Partners Joins Coldstream
FEATURED
Cable Hill Partners Joins Coldstream
Insights
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Diversified Estate Planning for LGBTQ+ Families
When it comes to estate planning, LGBTQ+ individuals may need additional considerations to ensure that their wishes are fully honored and protected. Given the variation in state laws and recognition, same-sex couples must continue to be conscientious and thoughtful when it comes to their estate planning efforts, and are highly encouraged to seek a competent [...] -
Managing Increased Uncertainty in the Middle East
The recent escalation of tensions in the Middle East, particularly following U.S. military actions in response to the ongoing conflict between Israel and Iran, has understandably raised a variety of concerns among investors. At Coldstream, we are committed to keeping you informed about important developments, their potential impact on financial markets and how we can [...] -
Invest in Women: Well-Being at Any Age
We are grateful and honored to have cultivated such a remarkable community of women who attend Coldstream’s Invest in Women events. We hope everyone came away from our most recent event, Healthy Aging, as inspired and informed as we did. The discussion centered on what for many may be sensitive and intimate issues, and it [...]
Discover how we can help you achieve financial peace of mind.
Let’s start the conversation today, contact us to schedule your personal consultation.
