WHO WE ARE & WHAT WE DO FOR YOU
Employee-owned, independently operated to provide you with comprehensive wealth management
Coldstream is an employee-owned, independently operated wealth management firm. We’ve been earning the trust of and giving peace of mind to high-net-worth clients since 1996. Our advisors are fiduciaries, meaning we are obligated to put your interests ahead of our own.
Our commitment to providing transparent and objective advice starts with learning about your financial and lifestyle goals. From there, we create an investment strategy and guide you step-by-step through the entirety of the wealth management process, always striving to provide clarity and comfort during what can often be a complicated journey.
We go above and beyond for our clients. Why? Because when you choose to work with us, you’re entrusting us to guide your family. The trust you place in us means everything, and we do not take our responsibility lightly.
OVER 25 YEARS OF SERVICE
We are proud to serve our clients for over 25 years. This represents over 25 years of showing up for our clients, their kids and their kids’ kids. It’s also over 25 years of 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 for the last 25 years, and we can’t wait to see what we can accomplish together over the next 25.
Jump To Section
FEATURED
Employee-Owned and Committed to Client Service
FEATURED
Employee-Owned and Committed to Client Service
Insights
-
Weighing the Pros and Cons of Rolling Over Your 401k to an IRA
Rolling over a 401k to an IRA can be a wise decision, but it is important to weigh the pros and cons before doing so. While a 401k is a retirement plan sponsored by employers that allows employees to save and invest a portion of their paycheck on a tax-deferred basis, an IRA is a [...] -
Thin Ice – Regional Banks in Commercial Real Estate
This is a whitepaper from Coldstream’s Investment Strategy Group Analyst, Calm Qi, on the mounting pressure in Commercial Real Estate (CRE), especially the office sector, after the collapse of Silicon Valley Bank. Although it appears that the collapse of SVB did not result in widespread contagion to other regional banks, we wanted to analyze regional [...] -
What I Learned From My Mom About Money
With Mother’s Day around the corner, we surveyed a few members of the Coldstream team to see what impact their mom had on their understanding of money as they grew up. Some of these messages are technical, while others are a lesson in the emotional aspect of finances. Larissa Vidal – Wealth Manager Larissa’s great [...]
We’re here to serve you.
Let’s start the conversation today, contact us to schedule your personal consultation.
