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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Insights

  • Prepare for the Unexpected, and the Unexpected Won’t Catch You Unprepared: Protecting your home and property

    It’s no fun to think about the potential disasters that can befall your family, but there is something to be said for the peace of mind you can achieve by knowing that you are well protected. At Coldstream Risk Management, we want to make sure you are aware of dangers so that you can insulate [...]

  • The COO Roundtable: Episode 71

    With Episode 71, we are joined by Amy Flourry, Director of Operations of Rehmann Wealth, and Maria Millner, Partner and Head of Operations of Transcend Capital Advisors.  Rehmann Wealth is headquartered in Lansing, MI, with additional offices in Ohio and Florida, and advises on approximately $4 billion across private client and retirement plan assets. Transcend [...]

  • Bitcoin’s Run-up: Opportunity or Risk? A Cybersecurity Perspective

    At the time of writing, Bitcoin has surpassed a value of $95,000 per token. This rapid run-up has driven a renewed focus on Bitcoin and other cryptocurrencies, with crypto-fans being inspired by visions of enormous profit potential while hoping that decentralized currencies could become primary forms of payment. The extraordinary attention may prompt investors to [...]

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

Let’s start the conversation today, contact us to schedule your personal consultation.