What We Do For You

Personalized financial services created just for you.

Managing your finances alone can feel overwhelming at times. That’s why we’re here to simplify the process and provide you with financial solutions tailored to your needs. Explore our range of services suited for individuals, families, and business.

Our services:

  • Wealth Management

    Navigating the world of investments, retirement planning, and wealth accumulation can often feel overwhelming. We begin every relationship with Wealth Management Assessment that covers eight areas of your life to help determine your current financial position and explore opportunities to optimize your wealth.

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  • Endowments and Foundations

    Your mission becomes our mission when you work with our Endowments and Foundations team. We partner with you to build your organization's legacy, delivering a bespoke strategy based on your organization’s vision and mission.

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  • Risk Management

    As the saying goes, you make plans, and then life happens. At Coldstream, we help you identify and prepare for those non-investment-related risks that can derail your life or financial stability. We provide a full risk assessment and insurance review that examines risk from all angles, including access to our in-house property and casualty specialists.

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