Coldstream Wealth Management

Coldstream Wealth Management Coldstream is an employee-owned financial services firm.

Coldstream is an 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 cor

porations. Coldstream was founded in 1996 and is based in Bellevue, Washington.

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The clicking of the "Like" button by other individuals should not be considered a positive reflection or recommendation of Coldstream or investment advisory services offered by Coldstream. The clicking of "Like" button should only be considered as a means to circulate and receive news updates from Coldstream via Facebook. Visitors to this page must avoid posting positive reviews of their experiences with the adviser or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all clients of Coldstream. Award Disclosures
Rankings and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that Coldstream will provide a certain level of results in client accounts nor should they be construed as current or past endorsements of Coldstream by clients. Such publications base their selections on information prepared and/or submitted by the recognized entities. Additional details regarding the criteria and process utilized in formulating these rankings are available.

06/03/2026

In Ep 87 of , Grace Balestrieri of Brighton Jones and Vince Nauheimer of OnePoint BFG Wealth Partners join us to talk about leading change, scaling successfully, and AI integration.

In the clip below, Grace Balestrieri talks about “scaling with soul” and how to be intentional about growth.

🎙️Listen to the full interview here: https://ow.ly/fJWF50Z7ogM

Welcome to the team, Kaileigh Loughery!As an Office Administrator & Client Service Associate in our Seattle office, Kail...
06/02/2026

Welcome to the team, Kaileigh Loughery!

As an Office Administrator & Client Service Associate in our Seattle office, Kaileigh manages all front desk operations and processes new client paperwork.

We're happy to have you, Kaileigh!

Happy 5-year work anniversary to Mitch Jackson!🎉As a Senior Accountant, Mitch assists our tax preparer and auditors with...
06/01/2026

Happy 5-year work anniversary to Mitch Jackson!🎉

As a Senior Accountant, Mitch assists our tax preparer and auditors with all necessary filings, and supervises our accounts payable and expense reporting.

We thank Mitch for his contributions to Coldstream and dedication to enhancing people's lives!

📖 Our story is a collection of stories. Over the past 30 years, we’ve welcomed incredible firms and teams who chose to j...
05/29/2026

📖 Our story is a collection of stories. Over the past 30 years, we’ve welcomed incredible firms and teams who chose to join us, each bringing their own legacy, expertise, and relationships. Together, we’ve built something stronger than any one firm alone.

To every team that has become part of our journey—thank you. We’re proud of what we’ve created together and excited for what’s ahead🥂

Read more: https://ow.ly/xJ4c50Z5oKz

Environmental, Social, and Governance (ESG) investing has evolved significantly over the past two decades; from a niche ...
05/28/2026

Environmental, Social, and Governance (ESG) investing has evolved significantly over the past two decades; from a niche concept to a more mature framework for evaluating long-term opportunities and risks.

Our latest article explores:
🔹 The history and evolution of ESG investing
🔹 How shifting political and public perspectives have shaped the conversation
🔹 Where ESG stands today and what may lie ahead for investors

For many investors, ESG principles can serve as both a reflection of personal values and a tool for deeper investment analysis.

Read more about how ESG continues to evolve and what it could mean for long-term portfolio construction:
📘

What's in this article: A Historical Look Back at ESG A Shift in Political Landscape Where ESG Stands Today and Into Tomorrow Conclusion   Over th ...

Choosing a financial advisor is one of the most important long-term decisions you’ll make. The challenge? Knowing how to...
05/26/2026

Choosing a financial advisor is one of the most important long-term decisions you’ll make. The challenge? Knowing how to find the right one.

We’ve outlined five essential questions to ask when evaluating an advisor, so you can feel confident in who you trust with your future. Read more here from the Portland Business Journal:

Here are five questions to ask prospective advisors to help you find the best match that will support your financial goals in the present and the future.

Our offices are closed today in honor of Memorial Day.We will resume regular business hours on Tuesday, May 26th. Enjoy ...
05/25/2026

Our offices are closed today in honor of Memorial Day.
We will resume regular business hours on Tuesday, May 26th. Enjoy your holiday weekend!

Coldstream is an employee-owned RIA and now has 172 shareholders!We believe that by having broad employee ownership, we ...
05/22/2026

Coldstream is an employee-owned RIA and now has 172 shareholders!

We believe that by having broad employee ownership, we can motivate, attract, and retain the industry's best talent - in turn furthering our mission of enhancing people's lives.

Welcome to our newest shareholders Dominic Hori, Manny Batalla, Henry LeMaster, Lilia Haberman, Wayne Liu!

Even the most thoughtful investors aren’t immune to emotional decision-making💭The truth is, money decisions aren’t alway...
05/21/2026

Even the most thoughtful investors aren’t immune to emotional decision-making💭

The truth is, money decisions aren’t always rational. Emotions, biases, and habits often play a bigger role than we think. Understanding these tendencies is the first step toward making more disciplined, intentional financial decisions.

Here are some common ways people make irrational financial decisions and what to watch for:

When I was young in the business, one of my favorite clients was a retired salesman named Arthur. Together, we built a long-term financial plan to determine ...

Celebrating 30 years of Coldstream 🎉30 years of hard work and plenty of fun along the way!From team celebrations to ever...
05/20/2026

Celebrating 30 years of Coldstream 🎉30 years of hard work and plenty of fun along the way!

From team celebrations to everyday moments, our culture has always been rooted in connection, collaboration, and enjoying the journey together. Because when people genuinely enjoy working together, great things happen.

Here’s to the memories we’ve made and many more ahead🥂
Read more: https://ow.ly/2IZY50YSY7J

Address

One 100th Avenue NE
Seattle, WA
98004

Opening Hours

Monday 7am - 4pm
Tuesday 7am - 4pm
Wednesday 7am - 4pm
Thursday 7am - 4pm
Friday 7am - 4pm

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