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WE GO THE EXTRA MILE
About Us
WHAT WE DO IS ABOUT SO MUCH MORE THAN MONEY
IT’S PERSONAL
We genuinely care about you, and we show it. It’s in the little details, like remembering anniversaries or pets’ names. But it’s also about being available when you are about to make a big decision – because life happens all the time. By going above and beyond to anticipate and respond to your needs, we give you the peace of mind of knowing that we’ve got your back.
OUR CORE VALUES
ACCOUNTABILITY
We show up as engaged owners of our individual and collective success, hold ourselves to high ethical and professional standards, and take responsibility for outcomes. We intentionally foster a climate where everyone can thrive, succeed, and feel valued.
AUTHENTICITY
We are genuine in who we are and how we work. Our actions consistently reflect our values and foster a sense of belonging for all. We create an environment where everyone can speak openly, express ideas honestly, and feel comfortable being themselves.
GROWTH MINDSET
We are lifelong learners who stay curious and open to new ideas. We seek diverse perspectives, pursue continuous learning, and embrace feedback as a tool for growth. By staying adaptable and determined, we push ourselves to grow stronger as individuals and as a company.
COLLABORATION
We are better together and believe in the power of ”team.” We gather with a wide variety of experiences and thoughts to trust, support, and learn from one another. This fuels innovation, engagement, productivity, and a healthier culture. We embrace challenges together with eagerness and confidence.
JOY
We work hard and have fun together. We celebrate wins (big and small), the well-being of our clients, and the unique contributions of every team member. We show up each day as our best selves with can-do attitudes.
OUR COMPANY
Founded in 1996 in Bellevue, Washington, as Coldstream Capital Management, our company began with one mission: enhancing clients’ lives and providing them peace of mind. Coldstream is an employee-owned wealth management firm that’s been earning the trust of high net-worth clients for over 25 years.
OUR NAME
The name Coldstream was born from the commitment of the Coldstream Guard, a regiment of British soldiers highly regarded for their valor, integrity, and determination to preserve and protect. Their motto is “Nulli Secundis”, or “Second to None.” In that same spirit, we are guardians who are dedicated to protect your best interests.
Our Complementary Services
We are part of a small family of organizations under the umbrella of Coldstream Holdings. We offer our clients a well-rounded approach to financial services through this trusted group of partners.