• Wealth Management

    Means Peace of Mind

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  • Our Success

    Is Measured By Your Success

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  • Financial Plans

    Optimized to Serve You

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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.

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Insights

  • Reflecting on 2022’s Respect for Marriage Act: How does it impact the lives and finances of American same-sex marriages?

    On December 13, 2022, the Biden Administration passed the Respect for Marriage Act. Thinking about our clients who are impacted, we wanted to offer perspective on what this means today and for the future. To provide context, let’s look at the relevant legal history of the subject over the past few decades: The Defense of [...]

  • SECURE 2.0 Act – Good or Bad?

    As we were wrapping the last of the holiday presents, Congress had their hands full finalizing the SECURE Act 2.0, which included 100+ different changes to retirement accounts. Most of these changes impact either a very narrow group of people, or the related dollar amount is so small that it leaves us wondering if there [...]

  • Diversifying Concentrated Stock Positions: Creating a Roadmap

    As we continue exploring the road to diversifying concentrated stock positions (Part 1), you may want to ask yourself “what’s my worst acceptable scenario.” Sound dark? Well, it’s better than your worst non-acceptable scenario! Start with setting some guard rails. For example, if you aren’t comfortable with the possibility of getting nothing from your concentrated [...]

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