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 29 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
Coldstream Continues Expansion with New Office in Bend, Oregon
FEATURED
Coldstream Continues Expansion with New Office in Bend, Oregon
Insights
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2026 Tax Update: What You Need to Know
What’s in this article: New eligible expenses in 529 plans OBBBA introduction of 530A accounts (or “Trump Accounts”) for children Changes to gift tax exclusion and estate tax exemption New deduction and catch-up contributions for seniors State and Local Tax (SALT) deduction changes New exemptions from income tax You may be surprised to learn that Benjamin [...] -
Coldstream Continues Expansion with New Office in Bend, Oregon
We’re happy to announce that we have opened a new office in Bend, Oregon. Coldstream Chief Client Experience Officer and member of the firm’s Board of Directors, Anne Marie Stonich, CFP®, CPA, will oversee the firm’s continued expansion in the region. Coldstream, which oversees $14.05 billion in total client assets, supports more than 100 families [...] -
The COO Roundtable: Episode 83
In this episode, Matt is joined by Alli Jordan, President at LibertyFi, and Emily Wilcox, COO at Practifi, for a discussion on how leading RIAs are using innovative technology, operational excellence, and smart leadership to drive scalable growth. LibertyFi empowers growth-oriented RIAs to drive revenue and scale with the Envestnet platform, enabling seamless outsourcing of [...]
Discover how we can help you achieve financial peace of mind.
Let’s start the conversation today, contact us to schedule your personal consultation.
