• 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

  • Invest With Pride: Finding the Right LGBTQ+ Financial Planner

    Pride Month has become a widespread movement to vocalize support and raise awareness around LGBTQ+ issues. It’s a time to come together and celebrate the contributions of the LGBTQ+ community, commemorate the historical impact, and acknowledge the continued struggle for visibility and equal legal rights across the country. However, it’s important to recognize that celebrating Pride [...]

  • ES… What? The Skinny on ESG (Environment, Social and Governance) Investing

    Cancel-culture, sit-ins, social movements, grassroot politics… historically there have been many avenues for people to institute cultural shifts in society. Much of this has been in the public domain, loud enough to generate attention, attract popular press, simultaneously inspire and infuriate differing pockets of the general public. The financial sector has been quieter; taking an [...]

  • A Difficult Year

    Both the equity and fixed income markets globally have experienced significant drawdowns this year, due, primarily, to inflation. The U.S. equity market is now in a bear market, down approximately 25% from its highs, and the protective role that bonds usually play when equity markets fall has not materialized this year. When equity prices fall, [...]

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