Wealth Management
Means Peace of Mind
Our Success
Is Measured By Your Success
Financial Plans
Optimized to Serve You
Coldstream is an employee-owned, independently operated wealth management firm. WeÂ’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, youÂ’re entrusting us to guide your family. The trust you place in us means everything, and we do not take our responsibility lightly.
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 kidsÂ’ kids. ItÂ’s also over 25 years of helping families like yours reach their goals, whether itÂ’s buying a dream home, having a loved one graduate from college or being able to retire early. ItÂ’s been an honor to serve you for the last 25 years, and we canÂ’t wait to see what we can accomplish together over the next 25.
