Coldstream Wealth Management
Sparks Lake framed by the Cascade mountains in the Pacific Northwest

Independent · employee-owned · founded 1996

Your wealth.
In perspective.

Team-based advice for individuals, families, and organizations with complex financial lives.

Explore wealth management See the larger view

A perspective shaped in the Pacific Northwest

Long view / close attention

The plan is personal.
So is the perspective.

Wealth is part of a larger picture: the life you are building, the people it includes, and the decisions that shape what comes next. Coldstream brings planning, investment, tax, and risk conversations into view together.

Get to know Coldstream
1996 Our founding year
Employee-owned Independent by design
Wealth management advice Fiduciary standards apply to Coldstream Wealth Management
Team-based Planning and portfolio management together

Fiduciary standards refer to Coldstream Wealth Management. Tax, insurance, strategic advisory and investment banking are provided by separate affiliates. View disclosures

Where we help

Different questions.
One long view.

Start with the question in front of you. Follow it to the service, team, or conversation that makes the wider picture clearer.

Three family members embracing on a beach
For the life around the numbers.

Family office

Keep the whole picture in view.

The work of wealth is not only what is invested. It is how a family makes decisions, carries values forward, and creates room for the next generation.

Explore family office

From Coldstream

Worth a closer look.

View all insights

Coldstream Expands Leadership Team to Support Continued Growth and Enhance Client Experience

Humans are Irreplaceable as Advisors: Why Artificial Intelligence is No Match for Human Beings

The Professional Athlete Blueprint: Taking Ownership of Your Enterprise

The next perspective

Start with a
conversation.

Bring the question that is in front of you. The right next step starts with seeing the whole picture.

Connect with an advisor