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
Arnerich Massena joins Coldstream
FEATURED
Arnerich Massena joins Coldstream
Insights
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Coldstream Holiday Giving Guide
For Coldstream, giving back to the community is a core part of who we are as a firm, and we know how important philanthropy is to our clients and friends. We are connected to so many organizations and non-profits that are doing incredible work, and are honored to be part of this amazing community that [...] -
Getting the Most from Your Google Benefits
Google provides an extensive range of benefits that can enhance your wealth, manage risk, and secure your future. By integrating Google’s compensation, retirement, and health benefits into your financial plan, you can better align these offerings with your long-term goals. Equity Awards Google’s stock units (GSUs) can be a powerful tool for achieving financial objectives. [...] -
Coldstream Appoints Rush Benton to Board of Directors
SEATTLE, Nov. 14, 2024 — We are excited to announce the appointment of Rush Benton, CFA®, to our board of directors. Benton, CEO of investment banking firm Gorman Jones and former Head of Wealth Management M&A at investment advisory firm CAPTRUST brings strategic counsel, decades of industry experience and singular growth expertise to Coldstream. Benton launched [...]
Discover how we can help you achieve financial peace of mind.
Let’s start the conversation today, contact us to schedule your personal consultation.
