Kendall Acheson, CFP®, CPWA®

As a Wealth Manager, Kendall is responsible for helping clients identify and achieve their financial goals. He works closely with clients to create a comprehensive wealth plan – customized to fit their unique needs. Kendall also coordinates with a client’s other trusted advisors (accountant, attorney, insurance professional) to make sure they are covered across all areas of their financial life. Kendall is devoted to helping our clients find fulfillment through financial peace of mind.

With over 15 years of experience, Kendall has developed a deep expertise in working with high-net-worth families, helping them align their wealth with what matters to them most. Before joining Coldstream, he was a Partner and Senior Lead Advisor at Cable Hill Partners. In 2025, Cable Hill Partners merged with Coldstream thanks to the firms’ shared service culture and professional compatibility. Kendall graduated from the University of Colorado Boulder and has earned his CFP® and CPWA® designations.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.

MOST TREASURED THING I OWN

My skis. Not only do they represent a sport I love, but also days on the mountain with family and friends.

ONE PIECE OF ADVICE

“You need money to survive in retirement, but the main thing you’ll be retiring on will be your memories—so make sure you invest enough in those.” – Bill Perkins

HOBBIES

When not in the office, Kendall enjoys spending time in the great outdoors, playing tennis and traveling with his wife, Jeana and sons Carter and Ridgely.