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
- Office AdministratorSEATTLE, WAPosted a day ago•Similar jobs
- Associate Wealth ManagerKENAI, AKPosted 2 days ago•Similar jobs
- Associate Wealth ManagerSEATTLE, WAPosted 3 days ago•Similar jobs
- Client Service AssociateMERCER ISLAND, WAPosted 3 days ago•Similar jobs
- Tax ManagerSEATTLE, WAPosted 4 days ago•Similar jobs
- Wealth Management AssociateSEATTLE, WAPosted 4 days ago•Similar jobs
- Client Service AssociatePORTLAND, ORPosted 4 days ago•Similar jobs
- Client Service AssociatePORTLAND, MEPosted 4 days ago•Similar jobs
- Senior Tax AssociateKIRKLAND, WAPosted 4 days ago•Similar jobs
- Client Service Operations Manager – Wealth ManagementSEATTLE, WAPosted 4 days ago•Similar jobs
- Client Service AssociateSEATTLE, WAPosted 6 days ago•Similar jobs
- Client Service AssociatePORTLAND, CTPosted 8 days ago•Similar jobs
- Associate, Investment BankingSEATTLE, WAPosted 12 days ago•Similar jobs
- Administrative AssistantPORTLAND, ORPosted 12 days ago•Similar jobs
- Administrative AssistantPORTLAND, MEPosted 12 days ago•Similar jobs
- Administrative AssistantPORTLAND, CTPosted 12 days ago•Similar jobs
- Senior Wealth Management AssociatePORTLAND, ORPosted 13 days ago•Similar jobs
- Senior Wealth Management AssociatePORTLAND, CTPosted 13 days ago•Similar jobs
- Senior Client Service AssociatePORTLAND, ORPosted 13 days ago•Similar jobs
- Senior Client Service AssociatePORTLAND, MEPosted 13 days ago•Similar jobs
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