Investments and Planning Financial Organizations & Services
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
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.