Coldstream Wealth Management

Coldstream Wealth Management is a privately held, independent wealth advisory firm headquartered in Bellevue, Washington, serving high-net-worth individuals, families, and business owners across the United States. The firm provides comprehensive financial planning, investment management, tax strategy, estate planning, and risk management services, generating revenue primarily through fee-based advisory models rather than commissions. Founded in 1996, Coldstream has grown through both organic expansion and strategic acquisitions, including the integration of other boutique wealth management firms to broaden its expertise and client base. The company emphasizes a client-centric approach, fiduciary responsibility, and personalized service, leveraging a team-based structure to deliver tailored solutions. Candidates should be aware of Coldstream’s strong reputation for integrity, its collaborative culture, and its commitment to long-term client relationships.

Recent Posts by Coldstream Wealth Management

1-20 of 64