Coldstream is an independent wealth management firm providing unbiased financial advice to successful individuals and families.

Coldstream is an independent, employee owned wealth management firm providing unbiased financial advi...
See More ce to successful families. We provide sophisticated financial planning, customized portfolio management, and personalized client services to high net worth individuals and families. The firm also manages accounts for pension and profit sharing plans, pooled investment vehicles, charitable organizations, and corporations. Coldstream was founded in 1996 and is based in Bellevue, Washington.

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Award Disclosures
Rankings and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that Coldstream will provide a certain level of results in client accounts nor should they be construed as current or past endorsements of Coldstream by clients. Such publications base their selections on information prepared and/or submitted by the recognized entities. Additional details regarding the criteria and process utilized in formulating these rankings are available.