Coldstream Wealth Management is an employee-owned financial services firm headquartered in Bellevue, Washington. Established in 1996, the firm specializes in providing comprehensive wealth management solutions tailored to high-net-worth individuals, families, and institutions. Their services encompass investment advisory, financial planning, tax and estate planning, risk management, and family office services.

With a commitment to personalized service, Coldstream operates through a team-based approach, ensuring clients receive holistic financial guidance. The firm has expanded its presence across the Pacific Northwest, including offices in Seattle, Mercer Island, Kirkland, Portland, Boise, and Kenai . As of 2025, Coldstream manages over $11.1 billion in assets under advisement, reflecting its growth and dedication to client success.