Financial Advisors
Bellevue, WA
Coldstream is an independently owned RIA (Registered Investment Advisor) in Bellevue serving clients for over 29 years. They offer comprehensive financial services including wealth management, retirement planning, estate management, tax optimization, risk management, and specialized services for high-net-worth individuals and families. As true fiduciaries with no corporate ownership, their advisors are focused solely on clients' interests rather than product sales.
Ideal for: High-net-worth individuals, Business owners, Families seeking comprehensive wealth management, Retirees planning estate strategies
Service area: Bellevue, WA and greater Seattle metropolitan area
Independent Fiduciary RIA: Established in 1996, Coldstream is independently owned with advisors sharing firm ownership, ensuring all recommendations are based solely on client interests without pressure to sell corporate products.
Comprehensive Wealth Services: Beyond investment management and retirement planning, they offer family office services, tax consulting, risk management, and specialized strategies for business owners and high-net-worth individuals.
Personalized Strategy Approach: They develop bespoke financial strategies tailored to individual goals rather than one-size-fits-all solutions, with a focus on long-term relationships and tax efficiency.
Address: 1 100th Ave NE Ste 102, Bellevue, WA 98004
Phone: (425) 283-1600
Website: coldstream.com
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