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About Us | Coldstream 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
Our Founder Story | Coldstream Founded in 1996 in Bellevue, Washington, as Coldstream Capital Management, our company began with one mission: enhancing clients’ lives and providing peace of mind Coldstream is an employee-owned financial services firm that’s been earning the trust of high net-worth clients for over 25 years
Client Login | Coldstream Property and casualty insurance is offered by FIT Insurance, Inc dba Coldstream Risk Management Strategic Advisory and Investment Banking services are offered by The Rainier Group, Inc dba Coldstream Capital Partners
Home | Coldstream SEATTLE, June 03, 2025 – Exciting News: Cable Hill Partners is Now Coldstream! We’re excited to announce that Cable Hill Partners has officially joined forces with Coldstream, an independent, 100% employee-owned financial services firm based in Seattle
The “One Big Beautiful Bill”: Key Tax Provisions | Coldstream Sifting through the bill to identify all the relevant details will be a daunting task and will take some time—our objective in this article is to highlight some of the key provisions most likely to create tax planning opportunities for our Coldstream clients
Contact Us | Coldstream Let’s Talk We’re excited to learn about your goals and answer your questions Contact us to set up a consultation
Our Story - Coldstream Individuals and Families Institutional About Us Meet Your Team Insights
The Return of Diversification - Coldstream Source: Coldstream, Data through June 30, 2025 In the U S , recession fears have faded Forecasts have stabilized, with strength in consumer spending and corporate balance sheets supporting a more constructive outlook—even as tariff uncertainty lingers
Wealth Management | Coldstream A Coldstream wealth management plan means: Financial Planning Confidence comes from knowing what you have, understanding what you save or spend, and planning for where you’re going Our team will work with you one-on-one, starting with evaluating your current financial situation and then exploring all your possibilities for the future