What We Do - Coldstream Wealth Management
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WE PROVIDE
PEACE OF MIND

BECAUSE COMPLEX WEALTH REQUIRES
MORE THAN AN OFF-THE-SHELF PLAN

HERE TO SERVE YOU.

What we do is about so much more than money. It’s personal. It’s about your dreams and hopes and aspirations—for yourselves, your kids, your kids’ kids. Money represents freedom and choice and time with your most important people. We guide you through the complexity of wealth management so that you can have peace of mind while achieving the financial and lifestyle goals important to you. When you choose to work with us, you’re entrusting us to guide your family. To us, there’s no greater honor.

There’s no greater motivation to make good decisions for you and your portfolio. To work a little harder, stay a little longer, answer the phone a little quicker. Because that’s what gets us out of bed in the morning—knowing that our work genuinely matters to people. That we must continue to earn the trust you’ve put in us, day in and day out.

OUR SERVICES

OUR PROCESS

The future is not static, so our process is designed to adapt to shifting markets as well as your evolving goals.  Our mission is to understand and protect your assets, your future interests, and your legacy.  We start every engagement with discovery – developing a deep understanding of who you are and what you need, evaluating your risk tolerance, and then working with our Investment Strategy Group (ISG) to implement your plan within our universe of approved managers and asset classes.

Comprehensive Wealth Management

Align all aspects of your financial life around your personal goals and values. Maintain balance and proactively address the complicated issues that come with having wealth.

Tailored to Fit Your Life

At Coldstream, we strive to make every financial plan and investment strategy customized – because every conversation begins with you and the future you’re building for.

Teams Built Around Your Unique Needs

You work with an entire team dedicated to assisting you with investment management, cash flow, income tax planning, personal & property insurance consulting, philanthropy planning, wealth transfers, and many other areas relevant to your needs.

INVESTMENT STRATEGY GROUP

With over 175 years of combined experience, our Investment Strategy Group (ISG) is composed of Coldstream’s portfolio managers and investment professionals.  Having a dedicated, in-house investment team means we can adjust to market changes swiftly and ensure that our firm’s strategy is always aligned with our clients’ individual investment needs.

Our Investment Strategy Group (ISG) focuses weekly on four objectives:  Develop, Determine, Set, and Research.

  • DEVELOP

    Develop macro-economic analysis and assess impact on portfolios

  • DETERMINE

    Determine strategic asset allocation parameters

  • SET

    Set tactical asset allocation guidelines

  • RESEARCH

    Research, select, and monitor a list of qualified money managers

SPECIALIZED INITIATIVES

When unique circumstances arise, specialized expertise is needed.  Coldstream continues to evolve our offerings in response to the unique needs of our clientele, and we’re proud to offer the following resources:

WE’RE HERE TO SERVE YOU.

Let’s start the conversation today, contact us to schedule your personal consultation.