What We Do For You

Because Complex Wealth Requires More Than An Off-The-Shelf Plan

Our mission is to provide peace of mind and make a difference in people’s lives. What gets us out of bed in the morning is knowing that our work genuinely matters to people. Even so, we know we must continue to earn your trust, day in and day out.

A Coldstream wealth management plan means:

  • Financial Planning

    Confidence comes from knowing what you have, understanding what you save or spend, and planning for where you’re going. Our team will work with you one-on-one, starting with evaluating your current financial situation and then exploring all your possibilities for the future. From setting up a monthly budget to building a blueprint to buy a second home, we'll develop a tailored plan that recognizes your goals and helps you achieve the future you want.

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  • Investment Advisory

    With us, you don't just get an advisor – you get a team of analysts who work tirelessly to stay on top of all the latest market developments, calmly navigate potential threats, and react swiftly to opportunities. Let us be your partner to customize your portfolio designed to strike a balance between your short and long term goals.

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  • Tax & Estate Planning

    Successfully navigating the tax code is an essential part of any financial plan. From day one, we will implement a strategy that allows you to keep more of what you earn and build more long-term wealth. Meanwhile, our estate planning strategy will allow you to establish a lasting legacy and take care of your family on your terms.

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  • Insurance Solutions

    Protecting yourself, your family, and your property is a crucial component to safeguarding wealth and providing peace of mind. Our insurance partners will review your current coverage and work to ensure you have the top insurance plans in place, as well as identify any vulnerabilities in coverage.

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Are you ready for Personalized Wealth Management?