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

SEATTLE – JULY. 9, 2024 – We are excited to announce our merger with Arnerich Massena, Inc. (“Arnerich Massena”), a Portland, Oregon-based investment advisory firm managing approximately $2 billion in client assets. Founded over 30 years ago, Arnerich Massena is led by co-CEOs Reegan Rae, CPWA®, and Bryan Shipley, CFA®, CAIA®. Like Coldstream, the firm [...]

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Insights

  • PSBJ’s 2024 Best Workplaces in Washington

    We are proud to be ranked in the 2024 Best Workplaces in Washington State list from the Puget Sound Business Journal. Coldstream Wealth Management was ranked #12. Thank you to our dedicated employees for making this possible. Here’s to continued growth and success together! Find the full list here. Disclaimer: This list is compiled based [...]

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  • The COO Roundtable: Episode 68

    Episode 68 could very well be the most impactful episode we have recorded. For five and a half years, The COO Roundtable has highlighted the incredible work COOs perform daily across the RIA industry. As such, we’ve tended to focus on the tactical elements of the job: How do you effect change at your organization? [...]

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  • Maximizing Your Employer Benefits

    For most Americans who work for an employer, autumn is open enrollment period. While it’s easy to simply adopt last year’s elections, you may want to take a second look. To maximize your savings, reexamine the benefits available to you. The following are some tips to help you make the most of your benefits to [...]

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

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