Coldstream Wealth Management

About

WHAT WE DO IS ABOUT SO MUCH MORE THAN MONEY

IT’S PERSONAL

We genuinely care about you, and we show it. It’s in the little details, like remembering anniversaries or pets’ names. But it’s also about being available when you are about to make a big decision – because life happens all the time. By going above and beyond to anticipate and respond to your needs, we give you the peace of mind of knowing that we’ve got your back.

OUR CORE VALUES

• CLIENT CENTRIC - Your needs and goals guide everything we do.
• INTEGRITY AND TRUST - Ethics are important to us. We follow the rules, act with transparency and always stick to our principles.
• TEAM - The best insights and innovations come from collaboration. That’s why we work as a team to ensure we find the best solution.
• THIRST FOR LEARNING - We are forever students. Our pursuit of knowledge and desire to acquire new skills is a never-ending journey.
• FINANCIAL SUSTAINABILITY - We manage our business with an eye toward the future so that we can serve our clients for generations to come.
• INCLUSION AND DIVERSITY - We believe diverse experiences and perspectives make us stronger. Coldstream provides equality of opportunity for all team members, based on capability, performance and fairness. We’re committed to cultivating an environment that embraces, supports and respects all team members.

OUR COMPANY

Founded in 1996 in Bellevue, Washington, as Coldstream Capital Management, our company began with one mission: enhancing clients’ lives and providing them peace of mind. Coldstream is an employee-owned wealth management firm that’s been earning the trust of high net-worth clients for over 25 years.

OUR NAME

The name Coldstream was born from the commitment of the Coldstream Guard, a regiment of British soldiers highly regarded for their valor, integrity, and determination to preserve and protect. Their motto is “Nulli Secundis”, or “Second to None.” In that same spirit, we are guardians who are dedicated to protect your best interests.

OUR COMPLEMENTARY SERVICES

We are part of a small family of organizations under the umbrella of Coldstream Holdings. We offer our clients a well-rounded approach to financial services through this trusted group of partners.