• 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 to provide you with personalized wealth management

Coldstream is an employee-owned 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

  • The COO Roundtable Podcast: Episode 63

    Do’s and Don’ts of COO Onboarding In his third ever monologue “rant,” Matt takes a break from our normal interview format to speak directly to RIA owners and COO candidates to discuss the “Do’s and Don’ts of COO Onboarding.”  Referencing conversations with COOs, past articles he’s written, and former podcast guests, Matt urges RIA owners [...]

  • Coldstream Recognized on Barron’s 2024 Top Advisor Rankings by State

    We’d like to congratulate Kevin Fitzwilson for his recognition in Barron’s 2024 Top Advisors by State Rankings. Kevin is among the top advisors in Washington State this year!  We thank him for his dedication to bringing peace of mind to the individuals and families we serve. Access the full ranking details on Barron’s website here.   Disclaimers [...]

  • Risk Tolerance vs Asset Allocation: Finding the Right Balance

    When people hear the word risk, they usually visualize “dangerous” things like riding a motorcycle, starting a business, or maybe even a high-stakes game of poker. Taking on risk often comes with the potential for reward – in poker, you can never win a big hand if you don’t ante up. In investing, there is [...]

We’re here to serve you.

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