• 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

  • 12 Tax-Friendly States for Retirees

    If you are retired or if retirement is imminent, congratulations – extended relaxation is just around the corner!  Thoughts of retirement bring up important questions… like when, and where?  If not tethered to a neighborhood by your office commute or kids’ school district, what could home look like?  There might be great places to live [...]

  • 3 Reasons Why Consulting After Retirement Can Be a Smart Move

    Many of our clients who retire from large technology companies or start-ups have been approached with opportunities to consult or serve as a board member. While it’s tempting to step away from work entirely, there are several reasons why setting up a business and taking on part-time work may be beneficial for your overall retirement [...]

  • Top 3 Year-End Tax Planning Strategies in a Down Market

    The markets have taken us on quite a ride this year. As we draw toward the close of 2022, there is still time to take advantage of effective tax planning strategies. If you are the kind of person who finds checklists helpful, we’ve compiled some key areas to review in this Year-End Tax Planning Checklist. [...]

We’re here to serve you.

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