Our Team
Meet Our Team
Teams
- Wealth Management
Locations
- Bellevue
Roles
- Wealth Manager
Hilary Massee Clark
Team Lead & Wealth Manager
(Pronouns: she/her/hers)
Hilary has two roles at Coldstream Wealth Management. As a Wealth Manager, she helps families with their financial planning, investments, taxes, insurance, and estate plans. As a Team Lead, she manages a group of professionals, focusing on growth, career development, and excellent client service.
A compassionate and sincere self-starter, Hilary joined Coldstream in late 2007 with dedication to professional and personalized client service. Soon to reach two decades of work with Coldstream, Hilary can’t imagine herself anywhere else. Hilary loves the challenge of solving the trickiest and most complex of problems for her clients across different states and continents.
Before joining the team, Hilary worked for Starbucks Coffee Company and earned her bachelor’s in communications with a minor in business from Washington State University in 2003. She is also an alumni of Delta Delta Delta Sorority.
Hilary currently lives in Kirkland with her husband, two boys, and three Maine Coon cats, Penny, Thor and Loki.
THE MOST TREASURED THING I OWN
All the treasured family heirlooms that I have collected over the years. Each piece adds a special touch of nostalgia and warmth to our home. These cherished items, whether vintage ornaments, antique dinnerware, or passed-down recipes, help create a unique and memorable atmosphere. They serve as tangible connections to family history, sparking stories and memories that bring generations together. I love incorporating these heirlooms into our celebrations, honoring the past while creating new traditions and memories for the future.
ONE PIECE OF ADVICE
Trust your gut. When you take a quiet moment to sit with yourself, the right answer will become clear.
HOBBIES
I love baking, doing puzzles, watching Gilmore Girls on repeat, attending Mariners and Seahawks games, spending as much time as possible on my family boat, wine tasting, and pulling weeds (I find it so calming and satisfying afterwards).
COLDSTREAM SHAREHOLDER
Coldstream is an employee-owned wealth management firm. We believe that by having broad employee ownership, we can attract and retain the industry’s best talent – in turn furthering our mission of enhancing people’s lives.
Recent Article Contributions
August 13, 2024
10 Essential Skills for Trustees
Being appointed as a trustee is a significant responsibility that requires a blend of financial acumen, ethical judgment, and interpersonal skills. Trustees are “entrusted” with the task of managing and administering the assets of a trust in the best interests of the beneficiaries. Whether you are overseeing a family trust, a charitable trust, or a [...]
Contributions from: Hilary Massee Clark
December 2, 2022
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 [...]Contributions from: Hilary Massee Clark
February 3, 2021
How To Avoid a 10B5-1 Meltdown
February 3, 2021 Well, if you don’t know what a 10b5-1 plan is yet, you may aspire to be in a place to need one. For some, they are a necessary evil. For others, they are downright mystifying. But let’s take a look at their origin story, and try to unpack what they are, why [...]Contributions from: Hilary Massee Clark