• leave behind a lasting legacy

    for generations to come

Going Beyond Securing Your Financial Future

Creating a Lasting Legacy

Coldstream partners with families to simplify the complexities of your finances to enhance your lives, but what we do is about so much more than money. It’s personal. It’s about helping you achieve your aspirations—for you, your kids, your kids’ kids. Money represents freedom and choice and time with your most important people. When you choose to work with us, you’re entrusting us to guide your family. To us, there’s no greater honor.

Our wealth management team is designed to help you create a lasting financial legacy for generations to come.

Unlike other firms that are organized into separate departments, we provide you with a dedicated team. 

By taking a team approach, we ensure your financial well-being is seamlessly managed and that someone who is familiar with your plan and your goals is always available. As an independent firm, our interests and opportunities are aligned with yours. You are at the center of everything we do, every day.

We know that your financial goals extend far beyond your own lifetime.

Our experienced wealth management team works closely with you to craft personalized strategies that align with your values and objectives, ensuring your wealth continues to grow and benefit your loved ones, charitable causes, and philanthropic ventures.

Maximize the potential of your wealth through our diligent investment strategies. Our Investment Strategy Group analyzes market trends, identifies opportunities, and builds diversified investment portfolios designed to withstand economic fluctuations.

Together, we’ll navigate the complexities of the financial world, safeguarding your assets.

Leave behind a seamless transition of your wealth with proper estate planning that carries out your final wishes.

Our team collaborates with other trusted legal and tax advisors to create an estate plan that minimizes tax burdens and ensures your wealth is distributed according to your wishes.​

Connect with a Wealth Manager

  • Clean Up Beneficiary Designations to Avoid These Common Mistakes

    If you’re like most people, chances are the only time beneficiaries have crossed your mind was when you were opening some type of financial account, signing up for life insurance or contributing to a retirement account offered through your employer. Since these opportunities come up infrequently, we can all benefit from a regular review of [...]

  • Financial Planning for Aging Parents

    While you likely grew up in a household where your parents took care of you, what happens when the tables turn, and they need you to take care of them? On top of the unpleasant emotions of seeing a parent age or decline in health, this role reversal often leaves you responsible for your parents’ [...]

  • Identifying Red Flags for Reviewing and Updating Your Estate Plan

    Having a proper estate plan in place is the guiding hand you leave behind to ensure things go smoothly for your loved ones after you’re gone, and that all your last wishes are carried out accordingly. But with all things in life, we experience change. As such, you should periodically review your estate plan and [...]

  • tax-friendly states for retirees

    12 Tax-Friendly States for Retirees

    Congratulations if you are retired or if retirement is imminent – extended relaxation is just around the corner! Thoughts of retirement bring up important questions like when and where? What would your home look like if not tethered to a neighborhood by your office commute or kids’ school district? There might be great places to live [...]

  • New Gifting and Contribution Limit Changes For 2024

    There’s one thing we can always count on at the start of each new year – new contributions and gifting limitations from the IRS. As you begin your planning for the year ahead, we’ve highlighted some of the key 2024 changes to be aware of for retirement accounts, health savings accounts, and gifting. Individual Retirement [...]

  • What to Consider When Estate Planning for Children

    If you have children, especially young ones, you absolutely should create an estate plan to address their security in the event that you pass away. This is your opportunity to decide who will care for your minor children, how your assets will be distributed, and who will make decisions on your behalf. As you think [...]