Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of affluent families for 25 years. We start with your goals, financial and otherwise, an investment strategy that will get you there.

Coldstream Capital Management

DAVID GORDON ROBERTS

Board Member at Coldstream Capital Management

Heather Ann Bell Redman

ANNE MARIE STONICH

KEVIN MICHAEL FITZWILSON

Chairman at Coldstream Capital Management

RICHARD SCOTT SIMMONDS

MICHAEL JOSEPH BUTLER

JOSHUA E HARRIS

Coldstream is an independent wealth management firm providing customized portfolio management, sophisticated financial planning, and personalized client services to high net worth individuals and families. The company also designs and advises on pension and profit-sharing plans, wealth planning services unique to an injury settlement, and manage portfolios for charitable organizations and corporations. It was founded in 1996 and headquartered in Bellevue, Washington.

Pension Funds

Investment Management Companies

Investment Companies

Financial Services Companies

Roger Reynolds

Other financial service activities, except insurance and pension funding activities, n.e.c.

Bellevue

City in the Eastside region of King County, Washington, United States

United States of America

Country primarily located in North America

Seattle metropolitan area

Metropolitan area in Washington State, United States

Washington

King County

County in the state of Washington, United States

Seattle

City in and county seat of King County, Washington, United States

Mercer Island

City in King County, Washington State, USA

Portland

Oregon

Multnomah County

Boise

City in and state capital of Idaho, United States

Idaho

Ada County

Kenai

Alaska

Kenai Peninsula Borough

Kirkland

City in King County, Washington, United States

Other financial service activities, except insurance and pension funding n.e.c.

Miscellaneous Financial Investment Activities

All Other Financial Investment Activities

Other Financial Investment Activities

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Finance and Insurance

Insurance and Employee Benefit Funds

Investment Banking and Securities Intermediation

Securities and Commodity Contracts Intermediation and Brokerage

Funds, Trusts, and Other Financial Vehicles

Finance and Insurance, Financial Services

Investment Banking and Securities Dealing

Paracle Advisors

Rainier Group

Management Investment Offices, Open-end

Investment Offices

Holding And Other Investment Offices

Security Brokers, Dealers, and Flotation Companies

Security Brokers, Dealers, And Flotation Companies

Security And Commodity Brokers, Dealers, Exchanges, And Services

Depository Institutions

Rosenbaum Financial

Informational investment advisory service

Smith Bunday Berman Britton

CPA firm expertise in audits and taxation

Deloitte

Multinational professional services network founded in 1845

Grant Thornton

Moss Adams

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Linkedin Insight Tag

Ensighten

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Twitter Ads

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Salesforce

Apache HTTP Server

Google Analytics

jQuery

MySQL

facebook

Google Tag Manager

theTradeDesk

WordPress

Yoast SEO

Bootstrap

Microsoft Office

Microsoft Outlook

Avaya IP Office

Explain Everything

Microsoft Access

Axys

Webex

Tamarac

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