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 Fourth Quarter 2026

FEATURED

Watch Coldstream’s MarketCast for Fourth Quarter 2026

Coldstream is excited to share its MarketCast for the fourth 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 Dave Janec, FRM®, AIF®, share the [...]

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Coldstream MarketCast

Insights

  • The COO Roundtable: Episode 91

    With Episode 91, Matt sits down with Claire O’Keefe, Partner and Head of Partner Development at Cerity Partners, for a solo conversation that breaks from the show’s usual two-guest format. Founded in 2009, Cerity Partners is a national RIA with approximately 1,800 team members managing roughly $1.4 trillion in client assets. Claire sits on the [...]

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  • A New Ballast for Markets: Why Fundamentals—Not the Fed—Now Steady Markets

    For more than a decade after the 2008 financial crisis, one market adage shaped investor behavior more than almost any other: “don’t fight the Fed.” When markets stumbled, investors could reasonably expect the Federal Reserve to offer a counterbalance, and that expectation created a perception of stability for portfolios. The third quarter offered some evidence [...]

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  • cybersecurity

    Cybersecurity Is Personal: Protecting Your Financial Life in a Digital World

    Cybersecurity has become not just important, but a core part of protecting your identity, your financial accounts, and the assets you have worked hard to build. As more of daily life moves through email, mobile devices, online banking, investment portals, cloud storage, and digital payment tools, criminals have more opportunities to exploit vulnerabilities like weak [...]

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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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