• 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

  • COVID-19 Office Policy

    Coldstream wishes to ensure peace of mind for our clients, visitors, and team members while on-site at any of our offices. Please be aware that Coldstream does not require vaccinations for team members. We do not require mask-wearing in our offices, but you are welcome to wear a mask if you would like. If you [...]

  • Sending Your Child Off to College: A Financial Checklist

    Starting college is a big life transition for both students and their parents. While your student may be focused on orientation and choosing courses, there are some important financial considerations that accompany this change as well. Some are administrative items for you to consider, such as getting legal documents in order, paying expenses from a [...]

  • Ready to Use Your 529 Plan?

    As your college student heads off to campus this fall, you may be wondering what expenses the 529 plan can cover versus which expenses are better paid out-of-pocket. Let’s take a closer look at expenses your student may encounter during their academic year and which of those qualify under your 529 plan. What Are “Qualified [...]

We’re here to serve you.

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