WHO WE ARE & WHAT WE DO FOR YOU
Personalized financial services created just for you.
Managing your finances can sometimes feel overwhelming. That’s why we’re here to simplify the process and provide you with financial solutions tailored to your needs.
No two financial situations are the same. That’s why we offer bespoke strategies that suit your unique financial goals. We’ll start by getting to know you, your financial aspirations, and build a wealth strategy that will get you where you want to be.
From specialized investment portfolios to comprehensive retirement planning and estate management, we offer a wide range of services designed to empower you to take control of your future with confidence and achieve your financial goals.
But it’s not just about numbers and figures to us – it’s about building lasting relationships. We go above and beyond for you. Why? Because when you choose to work with us, you’re entrusting us to guide you and your family. The trust you place in us means everything, and we do not take our responsibility lightly.
TRUSTED FINANCIAL SERVICES FOR OVER 28 YEARS
We are proud to have served our clients since 1996. This represents over 28 years of showing up for our clients, their kids and their kids’ kids. It’s helping families like yours reach their goals, whether it’s buying a dream home, having a loved one graduate from college or being able to retire early. It’s been an honor to serve you and we can’t wait to see what we can accomplish together next.
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FEATURED
Harrison Berkman Claypool & Guard and HBC Financial Services Join Coldstream
FEATURED
Harrison Berkman Claypool & Guard and HBC Financial Services Join Coldstream
Insights
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Watch Coldstream’s MarketCast for First Quarter 2025
Coldstream is excited to share its MarketCast for the first quarter of 2025, where we’ll wrap up 2024 and look ahead at the coming year. This short video presentation offers commentary and analysis of the market and economy, examining the factors influencing the environment and shaping the landscape. In this MarketCast, Bryan Shipley, CFA®, CAIA®, [...] -
Coldstream Names Bryan Shipley, CFA, CAIA, as Chief Investment Officer
Coldstream is excited to announce that Bryan Shipley, CFA®, CAIA®, has been named Chief Investment Officer as part of the firm’s continued leadership expansion. Howard Coleman, JD, who served as the firm’s CIO for ten years, will oversee Coldstream’s growing fund management business and continue serving as the firm’s chief legal counsel. Coldstream now represents [...] -
Harrison Berkman Claypool & Guard and HBC Financial Services Join Coldstream
SEATTLE, Jan. 09, 2025 – We are excited to announce that Seattle-based financial services firms Harrison Berkman Claypool & Guard (“HBCG”) a full-service accounting firm, and HBC Financial Services (“HBC”), a Registered Investment Advisor, are joining Coldstream. The firms bring approximately $500 million in assets under advisement, growing Coldstream’s total AUA to $11.1 billion. The combination [...]
Discover how we can help you achieve financial peace of mind.
Let’s start the conversation today, contact us to schedule your personal consultation.
