WHO WE ARE & WHAT WE DO FOR YOU
Employee-owned to provide you with personalized wealth management
Coldstream is an employee-owned wealth management firm. We’ve been earning the trust of and giving peace of mind to high-net-worth clients since 1996. Our advisors are fiduciaries, meaning we are obligated to put your interests ahead of our own.
Our commitment to providing transparent and objective advice starts with learning about your financial and lifestyle goals. From there, we create an investment strategy and guide you step-by-step through the entirety of the wealth management process, always striving to provide clarity and comfort during what can often be a complicated journey.
We go above and beyond for our clients. Why? Because when you choose to work with us, you’re entrusting us to guide your family. The trust you place in us means everything, and we do not take our responsibility lightly.
OVER 25 YEARS OF SERVICE
We are proud to serve our clients for over 25 years. This represents over 25 years of showing up for our clients, their kids and their kids’ kids. It’s also over 25 years of helping families like yours reach their goals, whether it’s buying a dream home, having a loved one graduate from college or being able to retire early. It’s been an honor to serve you for the last 25 years, and we can’t wait to see what we can accomplish together over the next 25.
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FEATURED
Coldstream Merges with Seidman Capital Group and Hersman Serles Almond
FEATURED
Coldstream Merges with Seidman Capital Group and Hersman Serles Almond
Insights
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Coldstream Ranks in USA Today’s Best Financial Advisory Firms of 2024
USA Today released their list of Best Financial Advisory Firms of 2024. Coldstream is proud to be ranked #41 in their overall rankings and #14 in their rankings of firms with over $5 billion in AUM. We are honored to help high-net-worth individuals and their families achieve financial peace of mind. View the full list [...] -
Estate Changes Are Coming: Who Really Needs to Take Action?
When Taylor Swift wrote her song, You Need to Calm Down, she probably had no idea how relevant her song title would be when thinking about the Tax Cuts and Jobs Act of 2017 (TCJA) sunsetting on January 1, 2026. Headlines are setting off alarms and panic for many high-net-worth individuals. However, the TCJA sunset [...] -
Navigating the Impending “Sunset”: How to Prepare for Tax Changes Expected in 2026
The Tax Cuts and Jobs Act of 2017 (TCJA) ushered in numerous changes to U.S. tax law, many of which are set to expire or “sunset” on January 1, 2026. This impending shift presents both challenges and planning opportunities for taxpayers. Here’s a detailed look at the key changes and strategic planning approaches to consider: [...]
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