WHO WE ARE & WHAT WE DO FOR YOU

Personalized financial services.

Managing your finances can sometimes feel overwhelming. That’s why we’re here to simplify the process and provide you with financial solutions tailored to your needs.

No two financial situations are the same. That’s why we offer bespoke strategies that suit your unique financial goals. We’ll start by getting to know you, your financial aspirations, and build a wealth strategy that will get you where you want to be.

From specialized investment portfolios to comprehensive retirement planning and estate management, we offer a wide range of services designed to empower you to take control of your future with confidence and achieve your financial goals.

But it’s not just about numbers and figures to us – it’s about building lasting relationships. We go above and beyond for you. Why? Because when you choose to work with us, you’re entrusting us to guide you and your family. The trust you place in us means everything, and we do not take our responsibility lightly.

TRUSTED FINANCIAL SERVICES FOR OVER 30 YEARS

As an independently owned RIA, your advisors are true fiduciaries, meaning their only job is to put your interests first. Because we’re not owned by a large corporation or pressured to sell financial products, our recommendations are based solely on what helps you reach your goals. Our team members share in the ownership of the firm, creating a culture of collaboration, accountability, and genuine care for the people we serve. Our independence allows us to stay focused on long-term strategies, thoughtful advice, and relationships built on trust.

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FEATURED

Watch Coldstream’s MarketCast for Third Quarter 2026

FEATURED

Watch Coldstream’s MarketCast for Third Quarter 2026

Coldstream is excited to share its MarketCast for the third quarter of 2026. This short video presentation offers commentary and analysis of the market and economy, examining the factors influencing the environment and shaping the landscape. In this MarketCast, Chief Investment Officer Bryan Shipley, CFA®, CAIA®, and Wealth Manager Katelyn Spangler, CFP®, share the team’s [...]

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Bryan Shipley and Katelyn Spangler featured in this quarter's MarketCast

Insights

  • Market commentary: A quarter of reversal, rotation, and renewed resilience

    From Fear to Fundamentals: A Quarter of Reversal, Rotation, and Renewed Resilience

    Last quarter, we wrote that markets were confronting the Chinese concept of wēijī, a moment where danger and opportunity exist simultaneously. The first quarter of 2026 forced investors to confront the danger: escalating geopolitical conflict, surging oil prices, and renewed inflation concerns. The second quarter reminded us that markets often move faster than the economy [...]

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  • Bryan Shipley and Katelyn Spangler featured in this quarter's MarketCast

    Watch Coldstream’s MarketCast for Third Quarter 2026

    Coldstream is excited to share its MarketCast for the third quarter of 2026. This short video presentation offers commentary and analysis of the market and economy, examining the factors influencing the environment and shaping the landscape. In this MarketCast, Chief Investment Officer Bryan Shipley, CFA®, CAIA®, and Wealth Manager Katelyn Spangler, CFP®, share the team’s [...]

    READ MORE
  • healthcare advocacy

    A New Kind of Healthcare Advocate: Why Some Families Choose Private Health Management

    What’s in this article: Navigating a complex healthcare system About Private Health Management (PHM) How PHM can make a difference Concierge medicine and healthcare advocate: what’s the difference? When can PHM help? Open enrollment for Coldstream clients and webinar information   One of the most common concerns I hear from clients isn’t actually about investing, [...]

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Discover how we can help you achieve financial peace of mind.

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

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