© 2020 Coldstream. All rights reserved.
Investment Advisory
Financial Planning
Tax Planning & Estate Design
Risk Management
Private Client Services
Specialized Services for
Ultra-Affluent Families
What we do
We’re excited to learn about your goals and answer your questions.
Let's Talk
WEALTH MANAGEMENT
MEANS PEACE OF MIND
Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of high net-worth clients since 1996. We start with your goals, financial and otherwise, and an investment strategy that will get you there. 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.
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. When you choose to work with us, you’re entrusting us to guide your family. To us, there’s no greater honor.
BELLEVUE OFFICE
One - 100th Ave NE, Suite 102
Bellevue, WA 98004
425.283.1600
SEATTLE OFFICE
1200 Westlake Ave N, Suite 900
Seatlle, WA 98109
206.281.7700
LAKE OSWEGO OFFICE
175 Evergreen Road
Lake Oswego, OR 97034
503.635.3673
© 2020 Coldstream. All rights reserved.
What we do
INVESTMENT ADVISORY
FINANCIAL PLANNING
TAX PLANNING &
ESTATE DESIGN
RISK MANAGEMENT
PRIVATE CLIENT SERVICES
SPECIALIZED SERVICES FOR
ULTRA-AFFLUENT FAMILIES
