Coldstream Wealth Management provides personalized financial services including wealth management, retirement planning, and risk management, tailored to individual financial needs. Self-described as trusted financial services for over 28 years.

Coldstream Wealth Management

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Chief Compliance Officer

Erika Yelle

Chief Revenue Officer

Natalie Straub

Partner and Co-Founder

Roger Reynolds

Director of Business Development

Detlef Schrempf

Managing Director of Corporate Development & Board of Directors

Josh Harris

Director of Human Resources

Tara McDonald

Client Team Operations Manager & Senior Private Client Service Associate

Alexandra Lambert

Marketing Manager

Alison Hudders

Chief Wealth Strategist / Wealth Manager

Anne Stonich

Matt Sonnen

Chief Operating Officer

Finance Companies With Less Than $1B in Revenue (Top 10K)

Risk Management Companies (Top 10K)

Wealth Management Companies With More Than $10M in Revenue

Greater Seattle Area Companies With Less Than $1B in Revenue (Top 10K)

Coldstream Wealth Management provides financial planning, risk management, estate planning, tax planning and investment advisory services.

Bellevue

Washington

United States

North America

Washington's Best Workplaces (Large): Coldstream Wealth Management

Coldstream Acquires $2 Billion Advisor Firm Arnerich Massena

30-year-old Portland wealth management firm to become part of Seattle adviser

Coldstream Wealth Management Continues Expansion of Client Services with Launch of Coldstream Risk Management

Coldstream Wealth Management Merges with Seidman Capital Group and Hersman Serles Almond

Matt Sonnen joins Coldstream Wealth Management as chief operating officer

Coldstream Wealth Management introduces new COO

Coldstream Wealth Management Enhances Leadership Team with Addition of Matt Sonnen As Chief Operating Officer

Coldstream Wealth Management Opens Boise Office, Continues Ongoing Expansion

Comprehensive financial planning, investment advisory, and tax and estate planning services tailored to individual needs.

Customized investment strategies and asset allocation to meet specific financial goals and risk tolerance.

Full risk assessment and insurance review to identify and mitigate non-investment-related risks.

Strategic planning and management services for endowments and foundations to support their long-term missions.

Vietnam

Asia

Pakistan

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news impact assignment basic	general
public peers	general	Sep 25, 2024 12:03 AM	c6e5c9a5
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signals	general	Sep 25, 2024 12:03 AM	bf4d316e
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Coldstream Wealth Management