Coldstream Wealth Management is an employee-owned wealth management firm based in Seattle, WA, dedicated to providing personalized financial solutions to high-net-worth clients since 1996. As fiduciaries, their advisors prioritize clients' interests, offering transparent and objective advice tailored to individual financial and lifestyle goals.
With over 25 years of service, Coldstream has built a reputation for guiding families through complex wealth management processes, aiming to bring clarity and comfort to their financial journeys. Committed to client trust and long-term success, Coldstream's expertise spans investment advisory, financial planning, tax, estate planning, and insurance solutions.
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