Wealth Management Means Peace of Mind

Coldstream is an independent, employee-owned wealth management firm providing unbiased financial advice 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.

 
Undisclosed
 
Undisclosed
 
50 - 249
 Founded
1996
? These data points are estimates provided by the Clutch team. Each data point can change at any time and is subject to the company’s discretion once they claim ownership over their Clutch profile.
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Bellevue, WA
headquarters
  • One 100th Ave. NE, Suite 102
    Bellevue, WA 98004
    United States

Focus

? These focus breakdowns are estimates provided by the Clutch team. Service line and focus breakdowns can change at any time and are subject to the company’s discretion once they claim ownership over their Clutch profile.
Service lines
  • Commercial Financing, Funding, & Investment
Commercial Financing, Funding, & Investment
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