Coldstream

Coldstream

Financial Services

Bellevue, WA 4,212 followers

Financial Services Tailored to You

About us

Coldstream is an employee-owned financial services firm that’s been earning the trust of high net-worth clients since 1996. We’re here to guide you through the financial complexities in your life so that you can have peace of mind while achieving the financial and lifestyle goals important to you. © 2024 Coldstream Holdings, Inc. is the parent company of complementary lines of services: Investment advisory is offered by Coldstream Capital Management, Inc. dba Coldstream Wealth Management. Property and casualty insurance is offered by FIT Insurance, Inc. dba Coldstream Risk Management. All Rights Reserved.

Industry
Financial Services
Company size
51-200 employees
Headquarters
Bellevue, WA
Type
Privately Held
Founded
1996
Specialties
Financial Planning, Investment Advisory, Tax Planning, Estate Planning, Risk Management, Wealth Management, Family Wealth Planning, Multi-Generational Planning, Insurance Solutions, Settlement Advisory Services, Employer Sponsored Retirement Plans, and Endowments and Foundations

Locations

Employees at Coldstream

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