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

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 [...]

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Insights

  • Important Update: New BOI Reporting Requirements Under FinCEN – Are You Ready?

    Update February 25, 2025: BOI Reporting Requirements Reinstated The Corporate Transparency Act (CTA) is back in effect after the U.S. District Court for the Eastern District of Texas lifted the injunction on February 18, 2025. This means that business owners are required to file their initial Beneficial Ownership Information (BOI) reports by the new deadline [...]

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  • Mind the Gap(s)! Financial Planning as a LGBTQIA+ Couple

    In the start of this new year and new administration, many LGBTQ+ investors are wondering what the future holds. In this time of uncertainty, it might be the perfect time for LGBTQ+ couples to ensure their financial world is current, accurate, and best serving. Without federal protections ensuring equal rights to those in the LGBTQ+ [...]

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  • Accessing Your Tax Documents

    It’s that time of year to begin collecting documents in order to prepare your tax return. The good news is that the process is becoming ever easier and more streamlined. You can download our one-page guide on accessing your tax documents here, or read on below for instructions on navigating the Fidelity and Schwab websites [...]

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Discover how we can help you achieve financial peace of mind.

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