Unclaimed Profile
Is this your company? Claim Profile

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
Bellevue, WA
headquarters

Focus

Service lines
60%
40%
Commercial Financing, Funding, & Investment
Business Consulting
Business Consulting Focus
100%
Commercial Financing, Funding, & Investment Focus
50%
30%
20%

Reviews